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

IPOs

The investor's guide to IPOs: Risks, rewards and strategies

by Stephanie Stefanovic | Jun 20th 2025

Discover when to invest in IPOs, how to approach them strategically, and how Sharesight helps you track and optimise your performance.

ETF overlap

ETF overlap: How to uncover and manage hidden concentration risk

by Prashant Mohan | Jun 18th 2025

Understand ETF overlap and concentration risk through a real-world example — and see how Sharesight’s exposure report helps you uncover and avoid hidden risks.

Investing post Brexit

Investing after Brexit: Managing risk through diversification

by Stephanie Stefanovic | Jun 16th 2025

Discover how UK investors can adapt their portfolio strategy and tracking tools to stay resilient in the post-Brexit investment landscape.