Sharesight release notes – January 2021
The team has been full steam ahead as we launch into the new year. We’ve rolled out some major changes to our infrastructure to ensure that Sharesight continues to be fast and reliable as we continue to scale. We’re also gearing up to release a two factor authentication (2FA) solution for enhanced security, keep an eye out for this in the coming weeks. Here’s what else we’ve been up to in the new year:
New Functionality / Enhancements
- Redesigned Billing Details page
- Redesigned All Trades Report
- Updates to our new Foreign Currency Valuation Report (available to Expert plan users with beta features enabled)
Broker Import Functionality
- Added support for Hargreaves Lansdown managed fund trade confirmations (UK)
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.