Sharesight release notes - January 2020
The Sharesight development team took advantage of the holiday period to perform a variety of backend maintenance and housekeeping tasks, including a major database upgrade requiring a small amount of scheduled downtime (in all there were only two small windows of downtime totalling less than 15 minutes!). We also managed to ship a few enhancements here and there as detailed below.
New Functionality / Enhancements
- Increased file size upload restriction from 1 MB to 10 MB
Sharesight Usability
- Improved messaging on reports when no data available within a date range
- Revised design for signing up to Sharesight with Google account
- Update the settings tab buttons to be more consistent
Broker Transaction Import
- Migrated all broker imports to use the redesigned bulk trades import UI
Sharesight API
- Add trading cash account parameter to V2 and V3 portfolio endpoints
- Added Exchange rates endpoint to API v3 (Beta)
- Added Xero sync status to API v3 Create Trade, Update Trade, Show Trade, List Trade endpoints (Beta)
FURTHER READING
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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.