Sharesight release notes – July 2022
In July, the key update was our expansion into Latin America, with support for the Brazilian, Mexican and Peruvian stock exchanges.
UX / Usability improvements
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The new breadcrumb navigation was rolled out to the holdings page and 11 reports
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Added an ‘add to home screen’ prompt on Android devices when visiting Sharesight on a mobile device
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Introduced several new colours to closer align the product with our brand moving forward
New functionality / Enhancements
- Added support for the Brazilian, Mexican and Peruvian stock exchanges
Broker import functionality
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Introduced support for historical trade imports from TD Ameritrade (US) via CSV file
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Introduced support for historical trade imports from CMC via CSV file
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Added support for DBS Vickers trade confirmations
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Added support for Qtrade trade confirmations
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Added support for historical trade imports via XLSX files for Bell Direct, Bell Potter, Desktop Broker, Macquarie and HSBC Australia. This is in addition to our existing CSV file support for these brokers.
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.