Sharesight product updates – August 2024
You may have noticed over the last couple of weeks that we have removed the link through to the old holdings page. With the old page gone, we have now turned our attention to new feature development. Our first addition is the display of company logos for investments in a portfolio where we have them available. The dataset we are using has around 130,000 logos, covering many of our key markets.
We also rolled out our first step towards customisable reporting in the form of a column selection. You will see numerous changes in this space over the next six months or so. We also had a busy month expanding our broker integration support and added the ability for brokerage fees to be recorded in any currency.
New functionality / enhancements
- We now accept trades with brokerage fees in any currency
- We now send a notification to Interactive Brokers customers when their web service integration credentials have expired, providing instructions on how to renew
- We now allow for columns to be added or removed from the following reports: performance, diversity, exposure, sold securities and historical cost
- Added support for the Deutsche Börse Xetra (XETR) stock exchange
- Added support for the CBOE Australia (CXA) stock exchange.
Broker import functionality
- Added support for the seamless import of historical and future Robinhood trades using Snaptrade
- Added support for Raiz trade file imports
- Expanded our existing support for the following brokers to include additional trade file formats: Commsec, HSBC AU, Macquarie, Bell Direct, Desktop Broker and Ausiex
- Added trade confirmation support for the following brokers: Prenzler group, Merchant Capital Partners, Suubee, Investmart and MST Financial.
FURTHER READING
Generating income with ETFs
Investing in income-focused ETFs can be a good alternative to term deposits, rental properties and stocks, providing diversification while minimising effort.
How to track exchange-traded funds (ETFs)
In this article we discuss the history of ETFs, some of the tax considerations for investors and how you can track the performance of your ETFs with Sharesight.
Sharesight product updates – September 2024
This month's focus was on improving our investment search function, expanding our broker support and taking further steps towards customisable reporting.