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)
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Added support for SEDOL identifiers in trade confirmations
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Added support for Wealthsimple trade confirmations (Canada)
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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
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.