Sharesight release notes - April 2019
April has been noteworthy for the pre-release of our Interactive Brokers integration to an enthusiastic beta group. We’ve received a lot of great feedback and will be continuing to enhance and fine tune things over the coming weeks ahead of releasing this to all customers.
There’s been plenty else happening too, read on for more.
Usability
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Following overwhelmingly positive feedback from our beta users, we Introduced a new ‘sticky’ criteria bar on the overview page, so that you don’t have to scroll up to the top of the page to alter the report settings. This is particularly useful for larger portfolios
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Replaced checkboxes with toggle switches for closed positions and dollar/percentage selection. This is much easier to use on touchscreens in particular
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Added thumbnail icons to the chart selection dropdown
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A range of small usability tweaks to the add holding form, including a smarter way to pre-fill the exchange rate for foreign investments
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Substantial performance improvements on the sold shares report, reducing the median page load time by almost 50%
Broker Import
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Fixes and improved support for 40+ brokers' Trade Confirmation Emails
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Added support for Internaxx and multi trade Commsec International Trade Confirmation Emails
Benchmarking
- Expanded the benchmarking function to allow you to benchmark against Unit Trusts, Managed Funds and Ordinary Shares in addition to ETFs
Sharesight API
- Added cash account adjustment settings in Portfolio List, Create, Show, and Update endpoints
FURTHER READING
How Sharesight helps advisors track net worth and simplify compliance
We talk to Ryan Jones, Partner, Accountant and Financial Advisor at Jones Louros, about how he uses Sharesight to manage his clients’ investment trusts.
Automatically track Swissquote trades with Sharesight
If you trade using Swiss broker Swissquote, you can automatically import your trading data to your Sharesight portfolio.
Dividends vs. share buybacks: Which is better for investors?
We take a look at dividends and share buybacks, discussing the pros and cons of each, the tax implications and which one is more beneficial for investors.