Blog | Product updates
Sharesight release notes - March 2021
by Scott Ryburn, CTO, Sharesight | Apr 9th 2021
The most obvious change for users this month will be the shiny new navigation menu on sharesight.com, aside from that here’s what’s new in the app.
New Functionality / Enhancements
- Enhanced the Foreign Currency Valuation Report to remember the currency selection across sessions
- Added Foreign Currency Valuation Report to consolidated views
- Switched to using the new Xero API and migrated all existing Xero connections
Broker Import Functionality
- Added support for Euroz Hartleys contract notes
Sharesight API
- API V3 Trades endpoints now return the cost base for opening balance transactions
- Added the ability to optionally specify the market country instead of the market code when creating trades via API V2 and V3
FURTHER READING
- Sharesight releast notes - February 2021
- Sharesight release notes – January 2021
- Sharesight release notes – December 2020
- [Sharesight release notes - November 2020]
Product features
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.
Case studies
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.
Product updates
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.