Blog

Sharesight release notes - January 2020

by Scott Ryburn, CTO, Sharesight | Feb 16th 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.

Sharesight release notes Januaary 2020

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

Sharesight scholarship winner 2024 Temiremi

Announcing the Sharesight Fintech Scholarship's 2024 winner

by Stephanie Stefanovic | Apr 24th 2024

We are pleased to announce the 2024 winner of the Sharesight Fintech Scholarship, Temiremi Egwuenu, who is studying Applied Finance at Macquarie University.

Sharesight and Desktop Broker

Effortlessly track clients’ trades with Sharesight and Desktop Broker

by Stephanie Stefanovic | Apr 21st 2024

Sharesight has integrated with Desktop Broker, allowing advisers to have their clients’ trading data automatically synced to Sharesight’s portfolio tracker.

Investing red flags

Red flags: When should you avoid investing in an asset?

by Stephanie Stefanovic | Apr 19th 2024

This article explores some of the “red flags” you should look out for when considering an investment for your portfolio.