Sharesight release notes - October 2019
As always, October was a busy month for the product team with a lot going on behind the scenes. This included switching to a new continuous integration solution to speed up our build times, and undergoing a full independent security audit. Here’s the release highlights for October:
New Functionality / Enhancements
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Added ‘Return of Capital’ transaction type for fixed interest investments to support bonds and notes with an amortising principal.
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Ongoing improvements to the trade import UI for our Saxo integration. This will eventually be rolled out to all brokers and file imports.
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Improved Xero sync for AU trust distributions to ensure correct tax year alignment
Sharesight Usability
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Update broker import tiles with improved datepicker.
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Updated price chart symbols to indicate dividend currency.
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Improved open & closed positions toggle.
Broker Transaction Import
- Added support for TD Investing (Canada) Trade Confirmation Emails.
FURTHER READING
Track your RRSP and RRIF in Sharesight
Canadian investors can automatically track their Registered Retirement Savings Plan (RRSP) and Registered Retirement Income Fund (RRIF) accounts in Sharesight.
The family office problem that most investment tools can't solve
Managing a family office portfolio means tackling complexity most investment tools weren't built for. There's a better way to track your wealth.
Why women should invest differently
A new video from Morningstar shares research on why engagement matters and how informed participation can improve long-term investment outcomes for women.