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
How Sharesight helps advisors track net worth and simplify compliance
We talk to Ryan Jones, Partner, Accountant and Financial Advisor at Jones Louros, about how he uses Sharesight to manage his clients’ investment trusts.
Automatically track Swissquote trades with Sharesight
If you trade using Swiss broker Swissquote, you can automatically import your trading data to your Sharesight portfolio.
Dividends vs. share buybacks: Which is better for investors?
We take a look at dividends and share buybacks, discussing the pros and cons of each, the tax implications and which one is more beneficial for investors.