Sharesight release notes - March 2020
March saw the product team busy putting the finishing touches on our integration with Morningstar. In other news, our development team (along with our entire company) is now working from home due to Covid-19 restrictions, this process has gone smoothly overall as we already have good workflow practices in place for remote working.
We also pushed a few other updates out the door too, details below:
Sharesight release highlights for March 2020:
Broker Transaction Import
- Improved Trade Confirmation Email handling for Stake, Jarden, Morgans, Commsec and CMC trade confirmations
Sharesight API
- Released a new Sharesight User V3 API Performance index chart endpoint
Behind the Scenes
- Performed a major upgrade to our production database, approximately doubling our capacity at a hardware level along with adding improved redundancy
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.