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
The investor's guide to IPOs: Risks, rewards and strategies
Discover when to invest in IPOs, how to approach them strategically, and how Sharesight helps you track and optimise your performance.
ETF overlap: How to uncover and manage hidden concentration risk
Understand ETF overlap and concentration risk through a real-world example — and see how Sharesight’s exposure report helps you uncover and avoid hidden risks.
Investing after Brexit: Managing risk through diversification
Discover how UK investors can adapt their portfolio strategy and tracking tools to stay resilient in the post-Brexit investment landscape.