Sharesight release notes – January 2021
The team has been full steam ahead as we launch into the new year. We’ve rolled out some major changes to our infrastructure to ensure that Sharesight continues to be fast and reliable as we continue to scale. We’re also gearing up to release a two factor authentication (2FA) solution for enhanced security, keep an eye out for this in the coming weeks. Here’s what else we’ve been up to in the new year:
New Functionality / Enhancements
- Redesigned Billing Details page
- Redesigned All Trades Report
- Updates to our new Foreign Currency Valuation Report (available to Expert plan users with beta features enabled)
Broker Import Functionality
- Added support for Hargreaves Lansdown managed fund trade confirmations (UK)
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.