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
Active vs. passive investing
What are the differences between active and passive investing, and does one offer a higher guarantee of success than the other? Keep reading to learn more.
Why Sharesight is the best multi-asset portfolio tracker
We explore how Sharesight helps you stay on top of your portfolio, optimise your performance and set yourself up for a successful year of investing.
Why tax time is so painful for family offices — and what to do about it
We discuss five reasons tax time hits family offices harder than it should, and what better infrastructure looks like in each case.