Sharesight release notes - January 2019
We’ve hit the ground running in 2019 with some a few major usability enhancements complete and a few more underway. We’ve also added support for a raft of Canadian brokers to better support our rapidly growing Canadian userbase. Without further ado, here’s the highlights for the month of Jan:
Added CSV file import support for the following brokers:
- Virtual Broker (Canada)
- National Bank of Canada
- Qtrade (Canada)
- Credential Direct (Canada)
- HSBC (Canada)
Added Trade Confirmation Email support for:
- Stake (Australia)
- Release redesigned Portfolio Overview page featuring asynchronous data loading (this will allow various page speed improvements which will be released over the coming weeks)
- Improved Add Holding Form offering major usability enhancements for mobile devices. This has been released to selected customers ahead of general release in the coming weeks.
- Redesigned Billing Details page to provide quicker and clearer access to billing information and invoice history.
- Improve Trade Confirmation Emails Password field in the settings tab to clearly indicate when a password has been saved
- Performance calculation parameter caching released to beta users. This offers substantial page load improvements especially for large portfolios. We anticipate rolling this out to all customers over the coming weeks.
- API V3 (in beta): Added valid position indicator to holdings endpoint
- API V3 (in beta): Added total portfolio performance endpoint
- Implement Cypress.io for end to end testing
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