Blog

Sharesight release notes - February 2020

by Scott Ryburn, CTO, Sharesight | Mar 10th 2020

During February we’ve been collaborating with our friends at Morningstar and Hatch on some exciting new Sharesight integrations, stay tuned for further announcements on these. Aside from this, here’s what rolled off the production line this month:

Sharesight release notes february 2020

New Functionality / Enhancements

Sharesight Usability

  • Improved tooltips on the Portfolio Overview table

  • Added a warning message when deleting a custom group

  • Added a ‘delisted’ badge to the Add Holding form indicating if an instrument was deleted based on the trade date entered

Broker Transaction Import

  • Improved the setup process for Interactive Brokers integrations to test/validate FTP credentials during setup

  • Improved the transaction logs for Interactive Brokers integration

Sharesight API

  • Updated the Trades API v3 endpoint with FX functionality.

  • Added an access level attribute to V3 list and show portfolios endpoint

  • Removed beta status from several API v3 endpoints as they are now considered stable

FURTHER READING

Top 20 global trades Dec24

Sharesight users' top trades – December 2024

by Stephanie Stefanovic | Dec 20th 2024

Welcome to the December 2024 edition of Sharesight’s monthly trading snapshot, where we look at the top buy and sell trades by Sharesight users over the month.

2024 Top 20 NZ trades

Top trades by New Zealand Sharesight users in 2024

by Stephanie Stefanovic | Dec 19th 2024

Welcome to the 2024 edition of our New Zealand trading snapshot, where we dive into this year’s top trades by Sharesight users.

2024 Top 20 Global trades

Top trades by global Sharesight users in 2024

by Stephanie Stefanovic | Dec 18th 2024

Welcome to the 2024 edition of our global trading snapshot, where we dive into this year’s top trades by Sharesight users around the world.