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Sharesight release notes - April 2020

by Scott Ryburn, CTO, Sharesight | May 8th 2020

April was one of our busiest and the product team worked hard to ensure that Sharesight was as fast and reliable as always. Here’s a run down of the updates we shipped:

Sharesight release notes April 2020

Sharesight release highlights for April 2020

Tax Reporting

Updated the FIF report (NZ) for the 2020 Financial year

Sharesight Usability

Improved confirmation messaging when deleting a cash account transaction that’s linked to a trade.
Added a broker search function and improved visibility of our trade confirmation email feature on the Broker Import screen.

Broker Transaction Import

Added a direct API integration with Hatch (New Zealand)

Sharesight API

Added support for the Capital Call transaction type to our V2 and V3 Trades endpoints
Added V3 API endpoints to List, View, Create, Update and Delete Custom Investments

Market Data

Added support for stocks listed on the the BATS Markets (BZX) exchange

See what’s inside your ETFs with Sharesight’s exposure report

by Stephanie Stefanovic | Nov 21st 2023

See inside your ETFs and get the full picture of your investment portfolio's composition with Sharesight's exposure report.

Case studies

How KmacD Financial streamlines reporting and saves time with Sharesight

by Diana Ioppolo | Nov 15th 2023

We talk to financial planning firm KmacD Financial about how the Sharesight-AdviserLogic integration helps them save time and streamline client reporting.