Blog

Sharesight release notes - August 2020

by Scott Ryburn, CTO, Sharesight | Sep 9th 2020

The highlight for August was adding support for over 12,000 UK mutual funds with 20+ years of price and distribution history now available. We’re also continuing to progressively roll out UI improvements across the application with various improvements underway on the holding detail page this month.

Release Notes August 2020

New Functionality / Enhancements

  • Added support for UK Mutual Funds
  • Added new UI to manage and bulk sync trades to Xero (find under Xero settings on the Integrations tab)
  • Added franking credit field for Australian custom fixed interest investments (some hybrid type instruments pay franked dividends based on coupon rate)

Broker Import Functionality

  • Added support for ETrade US trade confirmations
  • Added support for Investec trade confirmations
  • Trade confirmations are no longer rejected if they would result in a negative position, so can now be sent through in any order

FURTHER READING

Top investing podcasts

Top 50 finance and investing podcasts in 2025

by Stephanie Stefanovic | Apr 27th 2025

The Sharesight team has put together a list of the top 50 investing, personal finance and business news podcasts worldwide.

Custom groups

8 ways to use Sharesight's custom groups feature

by Ricky Yeo | Apr 23rd 2025

This blog explains our custom groups feature, including strategies that can help you gain deeper portfolio insights and make more informed investing decisions.

Timing the market with ETFs

You can time the market – and ETFs are the way to do it

by Marcus Padley | Apr 15th 2025

Marcus Today founder and director Marcus Padley discusses timing the market, and how investors can do this using exchange-traded funds (ETFs).