Blog

Sharesight release notes - June 2019

by Scott Ryburn, CTO, Sharesight | Jul 5th 2019

June saw a continued focus on improving site performance with major improvements to the load speed of our charts, particularly the valuation chart. We didn’t quite manage a public release of our Interactive Brokers integration as anticipated but have now added support for multi account file structures and a range of other improvements to ensure the accuracy and reliability of this service.

As a reminder, users who want early access to features we’re developing like our Interactive Brokers Integration, should join the Sharesight Beta Program.

Sharesight Release Notes July 2019

Development release highlights for June 2019:

Usability

  • Improved portfolio overview chart load speed via backend enhancements and additional dedicated server infrastructure to handle charting.

  • Significant improvements to the date picker when manually entering (typing a date). The improved datepicker is currently available on the Performance Report, All Trades Report and Taxable Income Report. We will be rolling this out to all other reports in the near future.

Broker Import

FURTHER READING

Ryan Jones Jones Louros

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.

Swissquote

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.

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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.