Sharesight release notes - December 2019
Rounding out another busy and productive year, here’s the features and improvements the development team shipped in December:
New Functionality / Enhancements
-
Added news feeds from The Motley Fool UK
-
Added option to allow our CSV upload templates to be opened directly in Google Drive
Sharesight Usability
-
Rebuilt our change plans page for retail customers, to make it clearer and easier to compare the different functionality offered on each plan.
-
Rebuilt our custom groups user interface for improved usability and to bring it in line with the javascript library (React) that we are using to progressively modernise our front-end technology.
-
Minor design tweak to improve tooltip readability
Broker Transaction Import
-
Added support for IG (Australia) Statements/Trade Confirmation Emails that contain multiple trades
-
Added support for CIBC (Canada) trade confirmation emails
FURTHER READING
An unexpected cost of running an SMSF
This article covers the journey of new SMSF owners — the unexpected costs, surprises, and the tools they rely on to streamline their SMSF management.
How to create a multi-generational wealth plan
We explore key approaches to developing a strong multi-generational wealth plan, including education, legacy planning and family governance structures.
Sharesight product updates – November 2024
This month's focus has primarily been on our new drawdown risk report (currently in beta), along with UI/UX enhancements and expanded broker support.