Sharesight release notes - March 2020
March saw the product team busy putting the finishing touches on our integration with Morningstar. In other news, our development team (along with our entire company) is now working from home due to Covid-19 restrictions, this process has gone smoothly overall as we already have good workflow practices in place for remote working.
We also pushed a few other updates out the door too, details below:
Sharesight release highlights for March 2020:
Broker Transaction Import
- Improved Trade Confirmation Email handling for Stake, Jarden, Morgans, Commsec and CMC trade confirmations
Sharesight API
- Released a new Sharesight User V3 API Performance index chart endpoint
Behind the Scenes
- Performed a major upgrade to our production database, approximately doubling our capacity at a hardware level along with adding improved redundancy
FURTHER READING
What bull markets hide from investors
Bull markets make every strategy look smart — until they end. Learn what they hide and how to protect your portfolio when the trend reverses.
See what’s inside your ETFs with Sharesight’s exposure report
Understand your true portfolio exposure, see what’s inside your ETFs and make informed decisions with Sharesight’s exposure report.
Top 10 mistakes financial advisers make with their clients
In this article, we discuss the 10 most common mistakes that financial advisers make with their clients (and how to avoid them).