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
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Increased the maximum unit price for a custom investment from 999,999 to 99,999,999
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Added automatically calculated distributions for ASX mFund listings
Sharesight Usability
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Improved tooltips on the Portfolio Overview table
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Added a warning message when deleting a custom group
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Added a ‘delisted’ badge to the Add Holding form indicating if an instrument was deleted based on the trade date entered
Broker Transaction Import
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Improved the setup process for Interactive Brokers integrations to test/validate FTP credentials during setup
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Improved the transaction logs for Interactive Brokers integration
Sharesight API
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Updated the Trades API v3 endpoint with FX functionality.
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Added an access level attribute to V3 list and show portfolios endpoint
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Removed beta status from several API v3 endpoints as they are now considered stable
FURTHER READING
How to present portfolio tax reports clients actually understand
Portfolio tax reports don't have to generate endless client questions. Here's how to structure them so clients can review, confirm and sign off.
Record-keeping requirements for Australian investors
Find out which records the ATO requires Australian investors to keep, and how to stay on top of your investment portfolio record-keeping with Sharesight.
Sharesight product updates – June 2026
This month's focus was on a new Australian tax pack, UK-specific tax settings, support for the Saudi Stock Exchange and a range of other improvements.