Sharesight release notes - April 2020
April was one of our busiest and the product team worked hard to ensure that Sharesight was as fast and reliable as always. Here’s a run down of the updates we shipped:
Sharesight release highlights for April 2020
Tax Reporting
- Updated the FIF report (NZ) for the 2020 Financial year
Sharesight Usability
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Improved confirmation messaging when deleting a cash account transaction that’s linked to a trade.
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Added a broker search function and improved visibility of our trade confirmation email feature on the Broker Import screen.
Broker Transaction Import
- Added a direct API integration with Hatch (New Zealand)
Sharesight API
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Added support for the Capital Call transaction type to our V2 and V3 Trades endpoints
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Added V3 API endpoints to List, View, Create, Update and Delete Custom Investments
Market Data
- Added support for stocks listed on the the BATS Markets (BZX) exchange
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.