Sharesight release notes - February 2020
During February we’ve been collaborating with our friends at Morningstar and Hatch on some exciting new Sharesight integrations, stay tuned for further announcements on these. Aside from this, here’s what rolled off the production line this month:
New Functionality / Enhancements
-
Increased the maximum unit price for a custom investment from 999,999 to 99,999,999
-
Added automatically calculated distributions for ASX mFund listings
Sharesight Usability
-
Improved tooltips on the Portfolio Overview table
-
Added a warning message when deleting a custom group
-
Added a ‘delisted’ badge to the Add Holding form indicating if an instrument was deleted based on the trade date entered
Broker Transaction Import
-
Improved the setup process for Interactive Brokers integrations to test/validate FTP credentials during setup
-
Improved the transaction logs for Interactive Brokers integration
Sharesight API
-
Updated the Trades API v3 endpoint with FX functionality.
-
Added an access level attribute to V3 list and show portfolios endpoint
-
Removed beta status from several API v3 endpoints as they are now considered stable
FURTHER READING
The investor's guide to IPOs: Risks, rewards and strategies
Discover when to invest in IPOs, how to approach them strategically, and how Sharesight helps you track and optimise your performance.
ETF overlap: How to uncover and manage hidden concentration risk
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 after Brexit: Managing risk through diversification
Discover how UK investors can adapt their portfolio strategy and tracking tools to stay resilient in the post-Brexit investment landscape.