Sharesight release notes – February 2022

The main focus for February was the launch of our revamped plans and pricing, including additional portfolios and expanded reporting for some plan types. The Sharesight development team also worked on additional broker support as well as technical enhancements to our Xero integration and the Sharesight API.

New functionality/Enhancements

• Added support for syncing Capital Calls to Xero as bank transactions

Broker Import Functionality (Trade Confirmations)

• Added support for SEDOL identifiers in trade confirmations

• Added support for Wealthsimple trade confirmations (Canada)

• Added support for Standard Chartered Bank (Singapore)

Sharesight API

• [V2] Added a new ‘signup_via_your_integration’ attribute to the my_user endpoint. This allows API partners to identify users that signed up via their integration.

FURTHER READING

• Sharesight release notes – January 2022
• Every feature Sharesight released in 2021
• Sharesight release notes – December 2021
• Sharesight release notes – November 2021