Sharesight release notes - January 2019
We’ve hit the ground running in 2019 with some a few major usability enhancements complete and a few more underway. We’ve also added support for a raft of Canadian brokers to better support our rapidly growing Canadian userbase. Without further ado, here’s the highlights for the month of Jan:
Broker Import
Added CSV file import support for the following brokers:
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Virtual Broker (Canada)
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National Bank of Canada
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Qtrade (Canada)
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Credential Direct (Canada)
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HSBC (Canada)
Added Trade Confirmation Email support for:
- Stake (Australia)
Usability
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Release redesigned Portfolio Overview page featuring asynchronous data loading (this will allow various page speed improvements which will be released over the coming weeks)
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Improved Add Holding Form offering major usability enhancements for mobile devices. This has been released to selected customers ahead of general release in the coming weeks.
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Redesigned Billing Details page to provide quicker and clearer access to billing information and invoice history.
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Improve Trade Confirmation Emails Password field in the settings tab to clearly indicate when a password has been saved
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Performance calculation parameter caching released to beta users. This offers substantial page load improvements especially for large portfolios. We anticipate rolling this out to all customers over the coming weeks.
API
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API V3 (in beta): Added valid position indicator to holdings endpoint
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API V3 (in beta): Added total portfolio performance endpoint
Behind the scenes
- Implement Cypress.io for end to end testing
FURTHER READING
![Building a multi-asset portfolio using ETFs](https://images.ctfassets.net/91sm3pewxzag/3Gtxt990xeaBZKd1E5CQRR/7bd93a963753e7f8c4efcb54bad38eb7/Building_a_multi-asset_portfolio_using_ETFs.png?w=600&h=314&q=100&fm=png&bg=transparent)
Building a multi-asset portfolio with ETFs
ETFs offer a cost-effective, flexible way to access diverse assets, helping investors build portfolios aligned with their risk tolerance and goals.
![Betashares Sharesight ETF month launch](https://images.ctfassets.net/91sm3pewxzag/78ZNcx00uFPVnhsgLshgxT/1e3cf7cf62260c599304cdad189dd990/Betashares_Sharesight_ETF_month_launch.png?w=600&h=314&q=100&fm=png&bg=transparent)
Sharesight and Betashares team up for an exciting ETF education series
We're thrilled to launch a month-long collaboration between Sharesight and Betashares to educate investors on everything they need to know about ETF investing.
![Top global trades Aug24](https://images.ctfassets.net/91sm3pewxzag/7rMCGKbNP2szCsT7dZh6OJ/3c0415e2d1955118c4a1261b11003c32/Top_global_trades_Aug24.png?w=800&h=420&q=100&fm=png&bg=transparent)
Top trades by global Sharesight users — August 2024
Welcome to the August 2024 edition of Sharesight’s trading snapshot for global investors, where we look at the top trades by Sharesight users around the world.