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
Time-weighted vs. money-weighted rates of return
We explain the difference between time and money-weighted returns, and why Sharesight uses the money-weighted method to track portfolio performance.
Australian ETF distribution components now available for FY24/25
Sharesight now has updated ETF distribution component information for the FY24/25 Australian tax year for most Australian ETFs.
ASX murder club: Inside reporting season
Marcus Today covers an ASX reporting season where icons like CSL, Woolworths and Domino’s tumbled on missed forecasts and weak outlooks.