Blog

Sharesight release notes - May 2020

by Scott Ryburn, CTO, Sharesight | Jun 10th 2020

May was another busy month for the product team as we continue to scale out our infrastructure and onboard new staff. A key highlight for the month was rolling out our new and much improved broker file importer UI to around half of our supported brokers. Work on the new importer is continuing at pace and we expect to roll it out more widely over the coming month.

Sharesight release notes May 2020

Tax Reporting

  • Improved income year date matching for all Australian unit trust distributions

Sharesight Usability

  • Added broker import tiles for Interactive Brokers, Selfwealth and Robinhood to better expose our support for these popular brokers

  • Added Suggested Prices, Exchange Rates, and Currency Codes into the new broker file import UI

  • Enhanced caching logic to further improve the time that it takes to generate performance reports

Broker Transaction Import

  • Added support for BT Panorama

Sharesight API

  • API V3 - added option to enable quantity validation when creating trades

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.

Dividend vs share buybacks

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.