Blog | Product updates
Sharesight release notes - February 2021
by David Olsen, Senior Marketing Manager — Content/SEO, Sharesight | Mar 24th 2021
This month we released our new two factor authentication (2FA) solution. We plan to add an option to trust your device for 30 days in a future release.
New Functionality / Enhancements
- Added a “Group by Currency” option to all reports. This is particularly useful in the new Foreign Currency Valuation Report.
- Redesigned Reports Tab.
- New two factor authentication solution.
Broker Import Functionality
- Added support for Selfwealth contract notes with US trades (Australia).
FURTHER READING
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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.
Product updates
Sharesight product updates – November 2023
by Ben Clendon | Nov 10th 2023
The focus over the past month has been on implementing additional feature ideas relating to our new (beta) exposure report.