Blog | Product updates
Sharesight release notes - February 2021
by David Olsen, Senior Marketing Manager — Content/SEO, Sharesight | Mar 23rd 2021
This month we released our new two factor authentication (2FA) solution. We plan to add an option to trust your device for 30 days in a future release.
New Functionality / Enhancements
- Added a “Group by Currency” option to all reports. This is particularly useful in the new Foreign Currency Valuation Report.
- Redesigned Reports Tab.
- New two factor authentication solution.
Broker Import Functionality
- Added support for Selfwealth contract notes with US trades (Australia).
FURTHER READING
News
Announcing the Sharesight Fintech Scholarship's 2024 winner
by Stephanie Stefanovic | Apr 24th 2024
We are pleased to announce the 2024 winner of the Sharesight Fintech Scholarship, Temiremi Egwuenu, who is studying Applied Finance at Macquarie University.
Product features
Effortlessly track clients’ trades with Sharesight and Desktop Broker
by Stephanie Stefanovic | Apr 21st 2024
Sharesight has integrated with Desktop Broker, allowing advisers to have their clients’ trading data automatically synced to Sharesight’s portfolio tracker.
Investing tips
Red flags: When should you avoid investing in an asset?
by Stephanie Stefanovic | Apr 19th 2024
This article explores some of the “red flags” you should look out for when considering an investment for your portfolio.