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
Announcing the Sharesight Fintech Scholarship's 2024 winner
We are pleased to announce the 2024 winner of the Sharesight Fintech Scholarship, Temiremi Egwuenu, who is studying Applied Finance at Macquarie University.
Effortlessly track clients’ trades with Sharesight and Desktop Broker
Sharesight has integrated with Desktop Broker, allowing advisers to have their clients’ trading data automatically synced to Sharesight’s portfolio tracker.
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