Blog | Product updates
Sharesight release notes - November 2019
by Scott Ryburn, CTO, Sharesight | Dec 15th 2019
November was a busy month for the product team with a lot going on behind the scenes. Here’s the release highlights for the month:
New Functionality / Enhancements
- Added a ‘Capital Call’ transaction type as sometimes required for Private Equity investments
- Improved symbol mapping for our Interactive Brokers Integration
- Improved Symbol mapping for our Saxo Integration
Broker Transaction Import
- Added Trade Confirmation Emails support for Smartshares transaction statements
- Added support for Citadel Trade Confirmation Emails (South Africa)
FURTHER READING
Case studies
How InstructAnt improves client service with Sharesight and AdviserLogic
by Diana Ioppolo | Sep 20th 2023
We talk to InstructAnt, a small accounting and financial planning firm that uses the Sharesight/AdviserLogic integration to improve client service.
Product features
Australian ETF distribution components now available for FY22/23
by Stephanie Stefanovic | Sep 10th 2023
Sharesight now has updated ETF distribution component information for the FY22/23 Australian tax year for most Australian ETFs.
Product updates
Sharesight product updates – September 2023
by Ben Clendon | Sep 8th 2023
Major updates for the past month include the rollout of our new exposure report, plus support for five new brokers and over 80,000 Luxembourg funds.