Sharesight release notes - January 2020
The Sharesight development team took advantage of the holiday period to perform a variety of backend maintenance and housekeeping tasks, including a major database upgrade requiring a small amount of scheduled downtime (in all there were only two small windows of downtime totalling less than 15 minutes!). We also managed to ship a few enhancements here and there as detailed below.
New Functionality / Enhancements
- Increased file size upload restriction from 1 MB to 10 MB
Sharesight Usability
- Improved messaging on reports when no data available within a date range
- Revised design for signing up to Sharesight with Google account
- Update the settings tab buttons to be more consistent
Broker Transaction Import
- Migrated all broker imports to use the redesigned bulk trades import UI
Sharesight API
- Add trading cash account parameter to V2 and V3 portfolio endpoints
- Added Exchange rates endpoint to API v3 (Beta)
- Added Xero sync status to API v3 Create Trade, Update Trade, Show Trade, List Trade endpoints (Beta)
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.