Sharesight release notes - July 2021
This month we have been beavering away on a new multi-period performance report. It’s not quite ready for prime time yet but Expert plan customers can sneak a peek by enabling beta features on the fresh new account preferences page. We’ll have more to say about this in the next release notes but meanwhile here’s what else we’ve been up to.
New Functionality / Enhancements
- Greatly expanded our coverage of UK managed funds to include funds that do not publish daily NAV prices.
- Redesigned the account preferences page
- Sped up the load time of the Overview page charts
Broker Import Functionality
- Added support for Bennelong (Australia)
- Added support for Close Brother (UK, funds only)
- Added support for J. Safra Sarasin (Switzerland)
- Added support for UBS Switzerland (Switzerland)
- Improved support for Morgan Stanley to handle AU managed funds and a new contract note format (Australia)
Sharesight API
- Published a suite of new endpoints to create and manage custom investments [API v3]
FURTHER READING
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Discover how UK investors can adapt their portfolio strategy and tracking tools to stay resilient in the post-Brexit investment landscape.
How SMSF trustees can get EOFY-ready
In this article, we discuss how Sharesight saves SMSF trustees time and money at tax time, and how trustees can get EOFY-ready with Sharesight.
Sharesight product updates – June 2025
This month's focus was on earning SOC 2 Type 1 certification, expanding exposure reporting to European markets and improving the future income report.