Blog | Product updates
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.
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
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We talk to Ryan Jones, Partner, Accountant and Financial Advisor at Jones Louros, about how he uses Sharesight to manage his clients’ investment trusts.
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