Blog

Sharesight release notes - July 2020

by Scott Ryburn, CTO, Sharesight | Aug 6th 2020

July kept the product team busy as we continue to overhaul our backend architecture for better page load performance and to support growth in signups. We also have some major new features nearing completion including support for unlisted managed funds in the UK -- stay turned for an announcement on this next month!

Release Notes July 2020

New Functionality / Enhancements

  • Added pricing support for London Stock Exchange listings that trade off book on the AIM market

Broker Transaction Import

Sharesight API

  • Enhance single sign-on endpoint to work with unactivated accounts
  • API V3 Enhance and expand support for attachments in the API
  • API V3 Add support for custom fixed interest investments

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.