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- Greatly expanded our coverage of UK managed funds to include funds that do not publish daily NAV prices.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
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.