Sharesight release notes - October 2020
September saw us add support for a number of additional brokers and release a preview of a brand new report to beta users. We’re also steadily and incrementally releasing a broad range of usability improvements and optimisations for mobile devices.
New Functionality / Enhancements
- Preview release of our new Foreign Currency Valuation report to Expert plan users with beta features enabled.
Usability
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Improved visibility of the Annual Tax Components Form form on the Taxable Income Report (Australian portfolios)
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Improved frontend error messaging and included options to try again or contact support
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Improved performance of the CSV importer to handle large files and various improvements to validation and error messaging
Broker Import Functionality
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Added support for SelfWealth CSV files (Australia)
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Added support for TD Ameritrade trade confirmations (US)
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Added support for Magellan trade confirmations (Australia)
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Added support for Apex clearing / M1 Finance / Ally Invest trade confirmations (US)
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Added support for Firstrade trade confirmations (US)
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Added support for Trading212 trade confirmations (UK)
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Added support for Merrill trade confirmations (US)
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Added support for CCZ Statton Equities trade confirmations (Australia)
Sharesight API
- [V3 API] Added Sector classification, Industry classification and instrument description to the instrument object
FURTHER READING
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See what’s inside your ETFs with Sharesight’s exposure report
Understand your true portfolio exposure, see what’s inside your ETFs and make informed decisions with Sharesight’s exposure report.
Top 10 mistakes financial advisers make with their clients
In this article, we discuss the 10 most common mistakes that financial advisers make with their clients (and how to avoid them).