Blog | Product updates
Sharesight release notes - September 2019
by Scott Ryburn, CTO, Sharesight | Oct 7th 2019
Hot on the heels of our Interactive Brokers Integration, the highlight for September was the release of our Saxo Capital Markets integration to all retail users. This integration utilises the Saxo API, allowing to to sync your trade history and keep your portfolio updated at the click of a button.
New Functionality / Enhancements
- Added the ability to update the cash account transaction type for cash accounts that are synced from Xero. This allows you to correctly categorise interest payments for including in the Taxable Income Report.
- Increased the precision of the Average purchase price (Cost Base) to 3 decimal places under the Holding Information section on the Holding Page.
- Improved reporting of portfolio usage on the billing page for Pro users
Sharesight Usability
- Redesigned File Upload page for the CSV file importer.
Broker Transaction Import
- Added support for Support Wilson International Trade Confirmation Emails
FURTHER READING
Case studies
How Sharesight helps advisors track net worth and simplify compliance
by Stephanie Stefanovic | Jul 19th 2024
We talk to Ryan Jones, Partner, Accountant and Financial Advisor at Jones Louros, about how he uses Sharesight to manage his clients’ investment trusts.
Product features
Automatically track Swissquote trades with Sharesight
by Stephanie Stefanovic | Jul 18th 2024
If you trade using Swiss broker Swissquote, you can automatically import your trading data to your Sharesight portfolio.
Investing tips
Dividends vs. share buybacks: Which is better for investors?
by Stephanie Stefanovic | Jul 17th 2024
We take a look at dividends and share buybacks, discussing the pros and cons of each, the tax implications and which one is more beneficial for investors.