Sharesight release notes - October 2019
As always, October was a busy month for the product team with a lot going on behind the scenes. This included switching to a new continuous integration solution to speed up our build times, and undergoing a full independent security audit. Here’s the release highlights for October:
New Functionality / Enhancements
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Added ‘Return of Capital’ transaction type for fixed interest investments to support bonds and notes with an amortising principal.
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Ongoing improvements to the trade import UI for our Saxo integration. This will eventually be rolled out to all brokers and file imports.
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Improved Xero sync for AU trust distributions to ensure correct tax year alignment
Sharesight Usability
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Update broker import tiles with improved datepicker.
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Updated price chart symbols to indicate dividend currency.
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Improved open & closed positions toggle.
Broker Transaction Import
- Added support for TD Investing (Canada) Trade Confirmation Emails.
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.