Blog

Sharesight release notes - March 2021

by Scott Ryburn, CTO, Sharesight | Apr 9th 2021

The most obvious change for users this month will be the shiny new navigation menu on sharesight.com, aside from that here’s what’s new in the app.

Sharesight Release Notes March 2021

New Functionality / Enhancements

  • Enhanced the Foreign Currency Valuation Report to remember the currency selection across sessions
  • Added Foreign Currency Valuation Report to consolidated views
  • Switched to using the new Xero API and migrated all existing Xero connections

Broker Import Functionality

  • Added support for Euroz Hartleys contract notes

Sharesight API

  • API V3 Trades endpoints now return the cost base for opening balance transactions
  • Added the ability to optionally specify the market country instead of the market code when creating trades via API V2 and V3

FURTHER READING

Track RBC Direct trades with Sharesight

Import RBC Direct Investing trades to Sharesight

by Stephanie Stefanovic | Jul 14th 2024

If you’re a Canadian investor trading with RBC Direct Investing, you can easily import your trading data to your Sharesight portfolio.

July 2024 product updates

Sharesight product updates – July 2024

by Ben Clendon | Jul 9th 2024

This month's focus was on expanding our broker and crypto support, improvements to billing and the introduction of the new holdings page to consolidated views.

Taxable income report for Australian investors

Taxable income report for Australian investors

by Stephanie Stefanovic | Jul 8th 2024

Sharesight's taxable income report is designed to meet the needs of Australian investors filing tax returns for the ATO.