Sharesight release notes – February 2022
The main focus for February was the launch of our revamped plans and pricing, including additional portfolios and expanded reporting for some plan types. The Sharesight development team also worked on additional broker support as well as technical enhancements to our Xero integration and the Sharesight API.

New functionality/Enhancements
- Added support for syncing Capital Calls to Xero as bank transactions
Broker Import Functionality (Trade Confirmations)
-
Added support for SEDOL identifiers in trade confirmations
-
Added support for Wealthsimple trade confirmations (Canada)
-
Added support for Standard Chartered Bank (Singapore)
Sharesight API
- [V2] Added a new ‘signup_via_your_integration’ attribute to the my_user endpoint. This allows API partners to identify users that signed up via their integration.
FURTHER READING

Not all stock screeners are created equal — here's how to choose wisely
With thousands of securities to choose from, a stock screener is more than a filter — it's a decision framework. Here's what to look for.

Future focus: The perils of the new financial system
This International Women’s Day, Shani explores the risks of the new financial system, and how they mirror those of the established system.

Why investors are more informed, yet less confident than ever
More information doesn't always mean more confidence. Learn what's driving the client engagement gap and how advisers can close it.