Sharesight release notes - October 2021
In October our new Multi-Period Report went live for Expert plan and Pro users. We also shipped a major update to our Interactive Brokers (IB) integration for Sharesight Pro, allowing all Sharesight Pro users to self provision an IB integration to sync trading data across all client portfolios.
Broker Import Functionality
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Added support for Everblu Capital (Australia)
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Added support for Peloton Capital (Australia)
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Improved support for Hargreaves Lansdown to handle US Trades (UK)
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Added support for Mac Equity Partners (Australia)
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Added support for Merchant Group (Australia)
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Added support for Cove Capital (Australia)
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Added support for GBA Capital (Australia)
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Added support for Finclear (Australia)
Sharesight API
- V3 - Added an User ID attribute to the Portfolio List and Show endpoints to identify the Portfolio Owner, this allows API users to correctly identify shared portfolios
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.