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
The investor's guide to IPOs: Risks, rewards and strategies
Discover when to invest in IPOs, how to approach them strategically, and how Sharesight helps you track and optimise your performance.
ETF overlap: How to uncover and manage hidden concentration risk
Understand ETF overlap and concentration risk through a real-world example — and see how Sharesight’s exposure report helps you uncover and avoid hidden risks.
Investing after Brexit: Managing risk through diversification
Discover how UK investors can adapt their portfolio strategy and tracking tools to stay resilient in the post-Brexit investment landscape.