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)
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Added support for SEDOL identifiers in trade confirmations
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Added support for Wealthsimple trade confirmations (Canada)
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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
Time-weighted vs. money-weighted rates of return
We explain the difference between time and money-weighted returns, and why Sharesight uses the money-weighted method to track portfolio performance.
Australian ETF distribution components now available for FY24/25
Sharesight now has updated ETF distribution component information for the FY24/25 Australian tax year for most Australian ETFs.
ASX murder club: Inside reporting season
Marcus Today covers an ASX reporting season where icons like CSL, Woolworths and Domino’s tumbled on missed forecasts and weak outlooks.