Blog

Sharesight release notes – January 2021

by Scott Ryburn, CTO, Sharesight | Feb 5th 2021

The team has been full steam ahead as we launch into the new year. We’ve rolled out some major changes to our infrastructure to ensure that Sharesight continues to be fast and reliable as we continue to scale. We’re also gearing up to release a two factor authentication (2FA) solution for enhanced security, keep an eye out for this in the coming weeks. Here’s what else we’ve been up to in the new year:

Sharesight Release Notes January 2021

New Functionality / Enhancements

  • Redesigned Billing Details page
  • Redesigned All Trades Report
  • Updates to our new Foreign Currency Valuation Report (available to Expert plan users with beta features enabled)

Broker Import Functionality

FURTHER READING

Sharesight exposure report

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.

Why KmacD Financial uses Sharesight

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.

release notes

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.