Sharesight release notes - July 2021
This month we have been beavering away on a new multi-period performance report. It’s not quite ready for prime time yet but Expert plan customers can sneak a peek by enabling beta features on the fresh new account preferences page. We’ll have more to say about this in the next release notes but meanwhile here’s what else we’ve been up to.
New Functionality / Enhancements
- Greatly expanded our coverage of UK managed funds to include funds that do not publish daily NAV prices.
- Redesigned the account preferences page
- Sped up the load time of the Overview page charts
Broker Import Functionality
- Added support for Bennelong (Australia)
- Added support for Close Brother (UK, funds only)
- Added support for J. Safra Sarasin (Switzerland)
- Added support for UBS Switzerland (Switzerland)
- Improved support for Morgan Stanley to handle AU managed funds and a new contract note format (Australia)
Sharesight API
- Published a suite of new endpoints to create and manage custom investments [API v3]
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.