Blog | Product updates
Sharesight release notes - July 2020
by Scott Ryburn, CTO, Sharesight | Aug 6th 2020
July kept the product team busy as we continue to overhaul our backend architecture for better page load performance and to support growth in signups. We also have some major new features nearing completion including support for unlisted managed funds in the UK -- stay turned for an announcement on this next month!
New Functionality / Enhancements
- Added pricing support for London Stock Exchange listings that trade off book on the AIM market
Broker Transaction Import
- Add support for Vanguard US trade confirmations
- Add support for Fidelity US trade confirmations
- All broker imports now use the new and improved bulk trade import UI
Sharesight API
- Enhance single sign-on endpoint to work with unactivated accounts
- API V3 Enhance and expand support for attachments in the API
- API V3 Add support for custom fixed interest investments
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.