Sharesight release notes - July 2020
July kept the product team busy as we continue to overhaul our backend architecture for better page load performance and to support growth in signups. We also have some major new features nearing completion including support for unlisted managed funds in the UK -- stay turned for an announcement on this next month!
New Functionality / Enhancements
- Added pricing support for London Stock Exchange listings that trade off book on the AIM market
Broker Transaction Import
- Add support for Vanguard US trade confirmations
- Add support for Fidelity US trade confirmations
- All broker imports now use the new and improved bulk trade import UI
Sharesight API
- Enhance single sign-on endpoint to work with unactivated accounts
- API V3 Enhance and expand support for attachments in the API
- API V3 Add support for custom fixed interest investments
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.