Blog

Sharesight release notes - August 2020

by Scott Ryburn, CTO, Sharesight | Sep 9th 2020

The highlight for August was adding support for over 12,000 UK mutual funds with 20+ years of price and distribution history now available. We’re also continuing to progressively roll out UI improvements across the application with various improvements underway on the holding detail page this month.

Release Notes August 2020

New Functionality / Enhancements

  • Added support for UK Mutual Funds
  • Added new UI to manage and bulk sync trades to Xero (find under Xero settings on the Integrations tab)
  • Added franking credit field for Australian custom fixed interest investments (some hybrid type instruments pay franked dividends based on coupon rate)

Broker Import Functionality

  • Added support for ETrade US trade confirmations
  • Added support for Investec trade confirmations
  • Trade confirmations are no longer rejected if they would result in a negative position, so can now be sent through in any order

FURTHER READING

Bull market investing

What bull markets hide from investors

by Marcus Padley | Oct 8th 2025

Bull markets make every strategy look smart — until they end. Learn what they hide and how to protect your portfolio when the trend reverses.

Sharesight exposure report

See what’s inside your ETFs with Sharesight’s exposure report

by Stephanie Stefanovic | Oct 3rd 2025

Understand your true portfolio exposure, see what’s inside your ETFs and make informed decisions with Sharesight’s exposure report.

Financial advisers top client mistakes

Top 10 mistakes financial advisers make with their clients

by Stephanie Stefanovic | Oct 3rd 2025

In this article, we discuss the 10 most common mistakes that financial advisers make with their clients (and how to avoid them).