Blog

Sharesight release notes - March 2020

by Scott Ryburn, CTO, Sharesight | Apr 2nd 2020

March saw the product team busy putting the finishing touches on our integration with Morningstar. In other news, our development team (along with our entire company) is now working from home due to Covid-19 restrictions, this process has gone smoothly overall as we already have good workflow practices in place for remote working.

We also pushed a few other updates out the door too, details below:

Sharesight release notes March 2020

Sharesight release highlights for March 2020:

Broker Transaction Import

Sharesight API

Behind the Scenes

  • Performed a major upgrade to our production database, approximately doubling our capacity at a hardware level along with adding improved redundancy

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.