Sharesight release notes – February 2022
The main focus for February was the launch of our revamped plans and pricing, including additional portfolios and expanded reporting for some plan types. The Sharesight development team also worked on additional broker support as well as technical enhancements to our Xero integration and the Sharesight API.
New functionality/Enhancements
- Added support for syncing Capital Calls to Xero as bank transactions
Broker Import Functionality (Trade Confirmations)
-
Added support for SEDOL identifiers in trade confirmations
-
Added support for Wealthsimple trade confirmations (Canada)
-
Added support for Standard Chartered Bank (Singapore)
Sharesight API
- [V2] Added a new ‘signup_via_your_integration’ attribute to the my_user endpoint. This allows API partners to identify users that signed up via their integration.
FURTHER READING
Top 50 finance and investing podcasts in 2025
The Sharesight team has put together a list of the top 50 investing, personal finance and business news podcasts worldwide.
8 ways to use Sharesight's custom groups feature
This blog explains our custom groups feature, including strategies that can help you gain deeper portfolio insights and make more informed investing decisions.
You can time the market – and ETFs are the way to do it
Marcus Today founder and director Marcus Padley discusses timing the market, and how investors can do this using exchange-traded funds (ETFs).