Sharesight release notes - October 2020

September saw us add support for a number of additional brokers and release a preview of a brand new report to beta users. We’re also steadily and incrementally releasing a broad range of usability improvements and optimisations for mobile devices.

New Functionality / Enhancements

• Preview release of our new Foreign Currency Valuation report to Expert plan users with beta features enabled.

Usability

• Improved visibility of the Annual Tax Components Form form on the Taxable Income Report (Australian portfolios)

• Improved frontend error messaging and included options to try again or contact support

• Improved performance of the CSV importer to handle large files and various improvements to validation and error messaging

Broker Import Functionality

• Added support for SelfWealth CSV files (Australia)

• Added support for TD Ameritrade trade confirmations (US)

• Added support for Magellan trade confirmations (Australia)

• Added support for Apex clearing / M1 Finance / Ally Invest trade confirmations (US)

• Added support for Firstrade trade confirmations (US)

• Added support for Trading212 trade confirmations (UK)

• Added support for Merrill trade confirmations (US)

• Added support for CCZ Statton Equities trade confirmations (Australia)

Sharesight API

• [V3 API] Added Sector classification, Industry classification and instrument description to the instrument object

FURTHER READING

• Sharesight release notes - September 2020
• Sharesight release notes - August 2020
• Sharesight release notes - July 2020
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