Sharesight release notes - June 2020
This month the product team continued to enhance and rollout our new trade importer UI which makes it much easier to import trading data into Sharesight regardless of source. We are also taking an ‘API first’ approach to redesigning several core parts of our UI and plan to make these new API endpoints publicly available in our new V3 API in due course.
New Functionality / Enhancements
- Improved support for custom fixed interest holdings to offer greater flexibility to edit interest rate/payment information after creation
Sharesight Usability
- Redesigned ‘My Details’ page
- Redesigned the ‘Add a Trade’ form
Broker Transaction Import
- Enhanced Saxo integration to include support for Block Trading accounts
- Our generic CSV file import now uses our new and much improved UI (previously available only for specific Broker Imports)
- Enhanced our ASB Securities importer to support accounts with 2FA enabled
- Added support Charles Schwab One US trades transaction file
Sharesight API
- Added additional caching to improve API response time for our new charts endpoints
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.