Sharesight release notes - July 2019
The key milestone for Sharesight in July was the release of our Interactive Brokers integration for all retail users. If you trade with Interactive Brokers, your trades can now be automatically imported into Sharesight each day. Check out our help doc to get started!
- Improved Merge Holding feature to allow for the full packet level cost base history to be maintained across holdings (as opposed to transferring a single cost base figure to the new holding). This is important for Australian users to allow for sale allocation optimisation and to ensure that discount rules are correctly applied.
- Interest payments on cash accounts are now included in the Taxable Income Report.
- Added a new ‘Interest charged’ transaction type for manual cash accounts.
- Significantly improved date picker rolled out to all reports.
- Optimised instrument search on the Add Holding form for mobile devices.
- Added ‘In this calendar year' option to the list of predefined date ranges.
- Added support for the new format Pattersons Trade Confirmation Emails.
- Improved support for Jarden Trade Confirmation Emails to cover bonds and international trades.
- Improved support for Commsec International Trade Confirmation Emails to handle multiple buys and sells on the same document.
- Added news feeds from The Motley Fool Singapore, this content covers listings on the Singapore Stock Exchange (SGX).
See what’s inside your ETFs with Sharesight’s exposure report
See inside your ETFs and get the full picture of your investment portfolio's composition with Sharesight's exposure report.
How KmacD Financial streamlines reporting and saves time with Sharesight
We talk to financial planning firm KmacD Financial about how the Sharesight-AdviserLogic integration helps them save time and streamline client reporting.
Sharesight product updates – November 2023
The focus over the past month has been on implementing additional feature ideas relating to our new (beta) exposure report.