Blog

Sharesight release notes - June 2021

by Scott Ryburn, CTO, Sharesight | Jul 8th 2021

Once again the product team smashed it out of the park in June, delivering a veritable plethora of features and enhancements to ward off the winter blues.

First up, the one you’ve all been waiting for... we now have 15 minute delayed pricing available for NYSE, NASDAQ, AMEX, BATS and LSE markets!

Secondly we launched the long awaited revival of the community forum. Jump on and join in the conversation with your fellow Sharesight fans.

Thirdly we launched a new email notifications page so that you can fine tune your email preferences just the way you like. If you’re a long time Sharesight user you may have made the tragic mistake of unsubscribing from everything, so hit the new preferences page to subscribe to all the good stuff that you’ve been missing out on. Our tester Sophie will have you know that architecting this feature was way more complicated than you think.

Plenty more rolled off the production line too, read on for details.

New Functionality / Enhancements

  • Added an XLSX download to the new multi-currency report
  • Added a Marketech tile to the Broker import page, follow the prompts to connect your Marketech account
  • Added a Pearler tile to the Broker Import page, follow the prompts to connect your Pearler account
  • Updated the labelling of entries in our Account Settings menu to make them more consistent and concise
  • Added a new management page for your custom investments (find it under your Account Settings menu)

Broker Import Functionality

  • Added support for One Off Trades (Australia)
  • Added support for Westar Capital (Australia)
  • Added support for Fineco Bank (Italy)
  • Improved support for Sharesies trade csv files (New Zealand)
  • Added support for GBA Capital (Australia)
  • Added support for Monex Securities (Australia)
  • Added support for BT portfolio services (Australia)

FURTHER READING

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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.