Sharesight release notes - October 2019
As always, October was a busy month for the product team with a lot going on behind the scenes. This included switching to a new continuous integration solution to speed up our build times, and undergoing a full independent security audit. Here’s the release highlights for October:
New Functionality / Enhancements
-
Added ‘Return of Capital’ transaction type for fixed interest investments to support bonds and notes with an amortising principal.
-
Ongoing improvements to the trade import UI for our Saxo integration. This will eventually be rolled out to all brokers and file imports.
-
Improved Xero sync for AU trust distributions to ensure correct tax year alignment
Sharesight Usability
-
Update broker import tiles with improved datepicker.
-
Updated price chart symbols to indicate dividend currency.
-
Improved open & closed positions toggle.
Broker Transaction Import
- Added support for TD Investing (Canada) Trade Confirmation Emails.
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.