Sharesight release notes - January 2019

We’ve hit the ground running in 2019 with some a few major usability enhancements complete and a few more underway. We’ve also added support for a raft of Canadian brokers to better support our rapidly growing Canadian userbase. Without further ado, here’s the highlights for the month of Jan:

Broker Import

Added CSV file import support for the following brokers:

• Virtual Broker (Canada)
• National Bank of Canada
• Qtrade (Canada)
• Credential Direct (Canada)
• HSBC (Canada)

Added Trade Confirmation Email support for:

• Stake (Australia)

Usability

• Release redesigned Portfolio Overview page featuring asynchronous data loading (this will allow various page speed improvements which will be released over the coming weeks)
• Improved Add Holding Form offering major usability enhancements for mobile devices. This has been released to selected customers ahead of general release in the coming weeks.
• Redesigned Billing Details page to provide quicker and clearer access to billing information and invoice history.
• Improve Trade Confirmation Emails Password field in the settings tab to clearly indicate when a password has been saved
• Performance calculation parameter caching released to beta users. This offers substantial page load improvements especially for large portfolios. We anticipate rolling this out to all customers over the coming weeks.

API

• API V3 (in beta): Added valid position indicator to holdings endpoint
• API V3 (in beta): Added total portfolio performance endpoint

Behind the scenes

• Implement Cypress.io for end to end testing

FURTHER READING

• Q&A with Sharesight co-founder and CTO Scott Ryburn on 10 years of Sharesight
• Sharesight's 10 year fintech journey
• Sign up for Sharesight