Blog | Product updates
Sharesight release notes – January 2022
by Scott Ryburn, CTO, Sharesight | Feb 14th 2022
The Sharesight dev team introduced a number of small improvements as we kicked off the new year, along with work behind the scenes on some ongoing projects.
New Functionality / Enhancements
- Updates to alignment and naming of navigation tabs
- Added news feed for Zacks Investment Research
Broker Import Functionality (Trade Confirmations)
- Added support for Rothschild & Co (Switzerland)
- Added support for InvestEngine (UK)
FURTHER READING
Case studies
How Sharesight helps advisors track net worth and simplify compliance
by Stephanie Stefanovic | Jul 19th 2024
We talk to Ryan Jones, Partner, Accountant and Financial Advisor at Jones Louros, about how he uses Sharesight to manage his clients’ investment trusts.
Product features
Automatically track Swissquote trades with Sharesight
by Stephanie Stefanovic | Jul 18th 2024
If you trade using Swiss broker Swissquote, you can automatically import your trading data to your Sharesight portfolio.
Investing tips
Dividends vs. share buybacks: Which is better for investors?
by Stephanie Stefanovic | Jul 17th 2024
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.