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Sharesight release notes – February 2022

by Scott Ryburn, CTO, Sharesight | Mar 9th 2022

The main focus for February was the launch of our revamped plans and pricing, including additional portfolios and expanded reporting for some plan types. The Sharesight development team also worked on additional broker support as well as technical enhancements to our Xero integration and the Sharesight API.

Sharesight release notes February 2022

New functionality/Enhancements

  • Added support for syncing Capital Calls to Xero as bank transactions

Broker Import Functionality (Trade Confirmations)

  • Added support for SEDOL identifiers in trade confirmations
  • Added support for Wealthsimple trade confirmations (Canada)
  • Added support for Standard Chartered Bank (Singapore)

Sharesight API

  • [V2] Added a new ‘signupviayourintegration’ attribute to the myuser endpoint. This allows API partners to identify users that signed up via their integration.

FURTHER READING

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release notes
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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.