Blog

Sharesight release notes - May 2019

by Scott Ryburn, CTO, Sharesight | Jun 7th 2019

We’ve been busy in May with some infrastructure work to improve site performance and support our ever growing user base. We’ve also been continuing to work on our Interactive Brokers Integration with a range of bug-fixes and enhancements, and anticipate a public release before then end of June.

Users who want early access to features we’re developing like our Interactive Brokers Integration, should join the Sharesight Beta Program.

Sharesight release notes - May 2019

Sharesight development release highlights for May:

Usability

  • Improvements to streamline the onboarding flow on both desktop and mobile for new users that haven’t added any data to a Sharesight portfolio
  • Improved placeholder text on the add holding form
  • Display localised currency icons (ie: €,¥, $) for dividend and distribution payments on the price chart of the Holdings page

Broker Import

Supported stock exchanges

Sharesight now tracks 28 international stock exchanges and managed/mutual fund markets.

Sharesight API

  • Add a new optional parameter include_limited to the v3 performance endpoint (beta) - This will return limited information for holdings that exceed the allowable limit based on the users subscription

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.