Sharesight release notes - February 2020
During February we’ve been collaborating with our friends at Morningstar and Hatch on some exciting new Sharesight integrations, stay tuned for further announcements on these. Aside from this, here’s what rolled off the production line this month:
New Functionality / Enhancements
-
Increased the maximum unit price for a custom investment from 999,999 to 99,999,999
-
Added automatically calculated distributions for ASX mFund listings
Sharesight Usability
-
Improved tooltips on the Portfolio Overview table
-
Added a warning message when deleting a custom group
-
Added a ‘delisted’ badge to the Add Holding form indicating if an instrument was deleted based on the trade date entered
Broker Transaction Import
-
Improved the setup process for Interactive Brokers integrations to test/validate FTP credentials during setup
-
Improved the transaction logs for Interactive Brokers integration
Sharesight API
-
Updated the Trades API v3 endpoint with FX functionality.
-
Added an access level attribute to V3 list and show portfolios endpoint
-
Removed beta status from several API v3 endpoints as they are now considered stable
FURTHER READING
Tax loss selling for Australian investors
A tax loss selling strategy can offset some of the capital gains you incurred during the year. Sharesight's unrealised CGT report can help.
EOFY checklist for Australian investors
Are you missing an EOFY opportunity? There’s still time to assess your investment portfolio and take advantage of the time left before 30 June.
Sharesight product updates – April 2026
This month's focus was on expanding US bond coverage, adding Apple/Google Pay, launching a rebuilt Australian CGT report and simplifying dividend recording.