Sharesight release notes - May 2020
May was another busy month for the product team as we continue to scale out our infrastructure and onboard new staff. A key highlight for the month was rolling out our new and much improved broker file importer UI to around half of our supported brokers. Work on the new importer is continuing at pace and we expect to roll it out more widely over the coming month.
Tax Reporting
- Improved income year date matching for all Australian unit trust distributions
Sharesight Usability
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Added broker import tiles for Interactive Brokers, Selfwealth and Robinhood to better expose our support for these popular brokers
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Added Suggested Prices, Exchange Rates, and Currency Codes into the new broker file import UI
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Enhanced caching logic to further improve the time that it takes to generate performance reports
Broker Transaction Import
- Added support for BT Panorama
Sharesight API
- API V3 - added option to enable quantity validation when creating trades
FURTHER READING
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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.