Blog

Sharesight release notes - March 2021

by Scott Ryburn, CTO, Sharesight | Apr 9th 2021

The most obvious change for users this month will be the shiny new navigation menu on sharesight.com, aside from that here’s what’s new in the app.

Sharesight Release Notes March 2021

New Functionality / Enhancements

  • Enhanced the Foreign Currency Valuation Report to remember the currency selection across sessions
  • Added Foreign Currency Valuation Report to consolidated views
  • Switched to using the new Xero API and migrated all existing Xero connections

Broker Import Functionality

  • Added support for Euroz Hartleys contract notes

Sharesight API

  • API V3 Trades endpoints now return the cost base for opening balance transactions
  • Added the ability to optionally specify the market country instead of the market code when creating trades via API V2 and V3

FURTHER READING

Cost of running an SMSF Patrick Poke

An unexpected cost of running an SMSF

by Patrick Poke, Founder of PLP Finance Media | Nov 14th 2024

This article covers the journey of new SMSF owners — the unexpected costs, surprises, and the tools they rely on to streamline their SMSF management.

Multi-generational wealth planning

How to create a multi-generational wealth plan

by Stephanie Stefanovic | Nov 12th 2024

We explore key approaches to developing a strong multi-generational wealth plan, including education, legacy planning and family governance structures.

November product updates

Sharesight product updates – November 2024

by Ben Clendon | Nov 10th 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.