Sharesight features


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Sharesight Release Notes - Ongoing List

Hello all, This is an ongoing log of all reported development & design changes/updates made to the Sharesight platform each month dating back to the start of 2020 onward. It serves as a single archive of everything tha…

5 191 8 April 2022
Tracking managed funds
1 44 28 April 2022
Convertible Notes - Start-up/Angel Investing
4 81 8 April 2022
Data upload maximums
1 50 30 March 2022
Holdings transfer between portfolios
4 200 29 March 2022
IG.com pdf statement upload errors
4 77 14 March 2022
As a user I would like to track how much I've invested each week/month/year
1 96 13 March 2022
Tips & tricks when setting up in Sharesight
7 606 7 March 2022
Grand Total returns
6 224 6 March 2022
Excel Export
0 83 24 February 2022
multi account reporting
1 73 17 February 2022
Stake import issue?
2 100 14 February 2022
Year End totals
4 118 10 February 2022
One graph showing performance of all holdings
1 85 7 February 2022
Import portfolio from another Sharesight account
1 72 7 February 2022
Incorrect processing of TD Direct trade confirmations
1 67 7 February 2022
Stock no longer listed on Exchange
4 186 27 January 2022
Sharesight's API - Share your best and most interesting uses!
3 420 24 January 2022
V3 API to Update Custom Investment Prices
2 195 24 January 2022
Currency Transfer Fees
0 74 21 January 2022
CAN/USD bulk conversion and Application required conversion rate on every transaction
5 91 21 January 2022
Redirect Issue
0 90 10 January 2022
404 error When trying to view reporting
3 87 17 January 2022
Switch In/Out
2 148 16 January 2022
I am trying to import my data for stock trades.
1 118 16 January 2022
Returns on the Summary page
1 100 16 January 2022
Graph performance Index
0 73 15 January 2022
Benchmark performance
0 90 15 January 2022
Nasdaq mutual funds missing
3 166 23 December 2021
Exchange Rate Field on CSV Import of Crypto
0 76 16 December 2021