Blog

Sharesight release notes - May 2019

by Scott Ryburn, CTO, Sharesight | Jun 7th 2019

We’ve been busy in May with some infrastructure work to improve site performance and support our ever growing user base. We’ve also been continuing to work on our Interactive Brokers Integration with a range of bug-fixes and enhancements, and anticipate a public release before then end of June.

Users who want early access to features we’re developing like our Interactive Brokers Integration, should join the Sharesight Beta Program.

Sharesight release notes - May 2019

Sharesight development release highlights for May:

Usability

  • Improvements to streamline the onboarding flow on both desktop and mobile for new users that haven’t added any data to a Sharesight portfolio

  • Improved placeholder text on the add holding form

  • Display localised currency icons (ie: €,¥, $) for dividend and distribution payments on the price chart of the Holdings page

Broker Import

Supported stock exchanges

Sharesight now tracks 28 international stock exchanges and managed/mutual fund markets.

Sharesight API

  • Add a new optional parameter include_limited to the v3 performance endpoint (beta) - This will return limited information for holdings that exceed the allowable limit based on the users subscription

FURTHER READING

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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.

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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.