Sharesight release notes – March 2022
March was a big month and many of you will have noticed a number of small but significant UI changes, which form part of a wider package of design and usability improvements that will be rolled out over the coming months.
UX / Usability improvements
Introduced a new breadcrumb navigation bar in the account preferences section. This will be rolled out to other places soon.
The Integrations tab has moved to a menu item under the Account dropdown.
The Help tab has moved to a menu item under the Account dropdown.
Reduced the height of the Header bar for an improved experience on mobile devices.
Added a new Brokers tab allowing quick access to import data from all of our supported brokers.
Reimplemented the Reports tab for a better experience on mobile devices.
New Functionality / Enhancements
Added support for users from an additional 29 countries to sign up to Sharesight and track portfolios and custom investments in their local currency. Sharesight now supports 164 currencies.
Added a new account level interface to manage custom investments and their prices across all portfolios.
Updated labels on the trust distribution pro rata form which is available on the Taxable Income Report for Australian users.
Broker Import Functionality (Trade Confirmations)
Added support for Jarvis Investment Management (UK).
Added support for Gibraltar Asset Management (Gibraltar).
Added Support for Capital Financial Markets (UK).
Added support for Robinhood recurring weekly/daily/monthly investments (US).
Sharesight API
- Updated API docs to remove deprecated V1 API.