Blog | Product updates
Sharesight release notes - November 2020
by Scott Ryburn, CTO, Sharesight | Dec 6th 2020
November saw a number of key releases, including the new trade source informaton tooltip and a beta release of Sharesight's Foreign Currency Report.
New Functionality / Enhancements
- Further enhancements to our new Foreign Currency Valuation report to Expert plan users with beta features enabled.
- A trade source icon and associated tooltip is now available against all trades in Sharesight to indicate the origin of the trade (eg Sharesight API, trade confirmation, manual entry etc)
Broker Import Functionality
- Added support for Superhero trade confirmations (Australia)
- Added support for TD Ameritrade trade confirmations (US)
- Added support for Firstrade trade confirmations (US)
- Added support for Stellan Capital trade confirmations (Australia)
- Added support for Merrill trade confirmations (US)
Sharesight API
- V3 API - Added owner name attribute to the GET portfolios endpoint
FURTHER READING
Case studies
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.
Product features
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.
Investing tips
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.