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 for the most recent ~1 year of development.

It serves as a single archive of everything that’s being added or improved all in one place, so you can keep up with what’s changed or been added as our platform continues to evolve.

We’ll keep this up to date each month with additional notes as they are rolled out.

You can also view them in our monthly developer blog update format here: https://www.sharesight.com/blog/release-notes/

Please note that the items documented here include only platform updates & front-facing alterations, and does not cover the continued release of back-end bug fixes which happen continuously behind the scenes.

February 2024

Broker import functionality

  • Added support for Betashares trade confirmations

New functionality / enhancements

  • Added support for 1,974 exchange-traded commodities. An example listing is IBIT.NASDAQ - iShares Bitcoin Trust
  • Migrated our CSV import functionality onto a new architecture which removes most timeouts from large trade file imports. Initially the max number of trades will be 1,000 per trade file, but this will be expanded in the coming weeks up to 5,000 trades
  • Migrated our Performance report onto new architecture, removing timeouts from this report. After feedback following the initial release, we will continue to support the previous xlsx download structure as well as our new format. Performance report PDFs now download instantly
  • Introduced an asset classification section to our new Holdings (beta) page
  • Introduced country and income type (dividend or interest) fields to the foreign income section on all taxable income reports. Previously these columns displayed on the New Zealand taxable income report only

January 2024

Broker import functionality

  • Added support for JP Morgan Chase & Co (USA) CSV trade file imports
  • Added support for PSG Wealth (South Africa) CSV trade file imports
  • Added support for Coinbase and Elston trade confirmations.

New functionality / enhancements

Introduced some additional functionality to our new (beta) holdings page, including:

  • Linking through to bulk confirmations for a holding
  • New styling and badges on the trades and income section
  • Added DRP configuration to the edit holding section
  • Plus a number of other small changes as we close in on the end of this redesign and technology upgrade to the holdings page.
  • Addressed some usability issues by increasing our default 13px font to 14px across the entire product
  • Added support for Exposure report PDF and XLSX downloads
  • Added a badge to the residual ETF section of the exposure report indicating the number of holdings that make up the residual, where that number is greater than 20 investments.

December 2023

Broker import functionality

  • Added support for the seamless import of historical and ongoing Alpaca trades using Snaptrade.

New Functionality / Enhancements

  • Introduced a small UX improvement on the Australian taxable income report’s tax components form, streamlining confirmation of tax components following the annual update from fund providers
  • We’ve improved our handling of underlying holdings on the new Exposure report, making this report useful for a wider set of ETFs.

November 2023

New Functionality / Enhancements

  • Completed the rollout of our Exposure report to all users on the investor, expert and professional plans
  • Added support for the Istanbul Stock Exchange (Borsa Istanbul)
  • Improved the UX and instructions on all our 196+ broker import tiles

Broker import functionality

  • Added support for Vanguard Personal Investor Australia CSV trade file imports
  • Added support for Nordnet CSV trade file imports
  • Added support for Avanza CSV trade file imports
  • Added support for XTB trade file imports
  • Added trade confirmation support for Centric Capital

UX / Usability improvements

  • Introduced some layout improvements to our Reports landing page including explainer videos as well as new visual and colour separation of reports into three categories of Performance, Asset Allocation, plus Tax & Compliance

October 2023

New Functionality / Enhancements

  • We have adopted entirely new technology for our PDF generation and rolled this out with the diversity and sold securities reports. PDF generation of these reports previously was particularly slow. The file downloads now occur instantly. We will roll out this technology to all our reports in due course.
  • Taking into account a lot of useful feedback, we’ve updated the layout of our new beta Holdings page. We’ve also added a labels card and a notes and files section.

Broker import functionality

  • Added an integration for Desktop Broker for Sharesight Professional users
  • Added support for Sentinel trade confirmations

UX / Usability improvements

Exposure report:

  • Enabled this new report to be run in consolidated views
  • Introduced a badge showing the count of how many direct and underlying holdings are connected to a single company, avoiding the need to drill into each investment
  • ETFs that largely track only one other ETF will now show the ‘true’ underlying holdings

September 2023

New Functionality / Enhancements

  • Added the ability to bulk delete Custom Investment prices
  • Added the ability for guests with read-only access to view custom investment details
  • Separated the ‘residual’ entry for each ETF on the Exposure report into their own ‘residual ETFs’ category, displaying this grouping at the bottom of the report
  • Rolled out the (very early) beta release of our updated Holdings page layout

Broker import functionality

  • Added support for Barrenjoey trade confirmations

August 2023

New Functionality / Enhancements

  • Introduced our new ‘Exposure’ report in beta mode (for Expert customers with ‘enable Beta features’ toggle enabled), which shows the underlying holdings of your ETFs and total portfolio exposure to particular companies, including any overlap
  • Added support for over 80,000 Luxembourg managed funds

Broker import functionality

Added support for another five brokers, bringing our total to 192 globally. This month’s additions are:

  • Added Degiro CSV support (in multiple languages)
  • Added Moomoo CSV support
  • Added Webull CSV support
  • Added Revolut CSV support
  • Added Zerodha CSV support

UX / Usability improvements

  • Added the ability to both add and delete Custom Investment prices in bulk

July 2023

New Functionality / Enhancements

  • Currently working on a brand new report that does not presently exist elsewhere in-market; more info to come
  • Introduced support for the Philippine Stock Exchange (PHS)
  • Introduced a new ‘Coupon Rates’ screen to the custom investment feature set found under the accounts menu
  • Added support for cryptocurrency Kusama (KSM)
  • Introduced our revamped Sold Securities report which delivers a better mobile experience and no longer times out in large portfolios.

Broker import functionality

  • Added Ausiex CSV support

June 2023

New Functionality / Enhancements

  • Expanded access to our manual Cash Accounts feature to those on the Starter plan
  • We have expanded the performance optimisations we introduced last month to our capital gains tax (CGT) calculations, drastically reducing timeouts on our unrealised CGT and CGT reporting in Australian portfolios
  • Introduced the ability to see a single summarised row of a stock when viewing the Diversity Report in a consolidated portfolio where that stock is present in two or more portfolios
  • Revamped the UX for re-running Diversity Report requests to ensure a smoother user experience
  • Added country and income type for each foreign payout to the New Zealand taxable income report (both on screen and on the xlsx downloads) to accommodate changes in New Zealand tax return reporting obligations

Broker import functionality

  • Added support for Freetrade transaction history imports via CSV
  • Expanded our National Bank of Canada transaction history import to include both French and English versions

UX / Usability improvements

  • Introduced new designs for a number of our error pages, continuing our work to produce a consistent ‘on brand’ feel to all our products

May 2023

UX / Usability improvements

  • Made some very noticeable performance improvements on the page load time for large, complex holdings.
  • Updated our csv import instructions for all broker imports, ensuring our instructions are simple and accurate for each broker we support.
  • We now display customers’ name and email address in the Account dropdown, providing better context for users and making it one less click to get this information.
  • Introduced a modernised success message when payouts are modified in any way.

New Functionality / Enhancements

  • Expanded our cryptocurrency support to an additional 100 cryptos, up from the eight previously supported. As part of this release we have also introduced a new crypto market which allows for the separation of crypto stocks from traditional currencies when grouping by market. We will migrate the existing eight cryptos (including Bitcoin and Ethereum) to this new dedicated crypto market in due course.
  • Introduced a new wizard for the bulk import of Custom Investment prices. This new tool provides a modern interface, improved user experience and takes Sharesight another step closer to providing an investment tracking solution for all investment types.
  • We now allow the import of trades using ISIN codes in addition to ticker symbols. This capability is particularly important for our European customers.
  • Introduced support for the Vienna Stock Exchange.
  • Extended support to an additional 56 countries and their associated currencies. These new countries cover a population of around 200 million. With this expansion, we now allow users to sign up and create portfolios for 95% of countries worldwide.
  • Introduced default financial year end dates to an additional 18 portfolio countries, removing the need for users to manually configure these dates.

April 2023

UX / Usability improvements

  • Improved the way we refer to NZ bonds to make them easier to discover and reference when on the overview, holdings, trade and payout forms.
  • Streamlined aspects of our Macquarie cash account feature, specifically around the addition and deletion of new Macquarie connections.
  • Completed the rollout of our new Payouts functionality with support for payouts synced to Xero and other edge cases.

New Functionality / Enhancements

  • Released our revamped Diversity report.
  • Introduced support for 28,000 Irish investment funds.
  • Introduced a new staff permission for our Professional users to allow for specific authorisation around the management of account level custom investments.
  • We will continue to streamline our Custom Investment feature set as we expand beyond our core focus on share market investments into alternatives, property and other asset classes.

March 2023

UX / Usability improvements

  • Introduced the 5th tranche of the revamped Payouts table and form, this time extending our new payouts to Australian portfolios and payouts synced to Xero. This release largely completes our work in this area. Our UX improvements focus is now shifting toward the Holdings page which has a number of UX issues we’d like to address, including the user experience on mobile devices.
  • Introduced several UX improvements to our white labelled solutions to improve the experience on mobile devices for these users, such as introducing mobile-friendly logos for our branded products.
  • Introduced a small animation to our account settings screen. You will likely see more of these animations introduced in the coming months. We are exploring ways to better inform users of progress with page loads and the introduction of this animation is really a test of the technology behind this new approach.

New Functionality / Enhancements

  • Introduced support for importing historic trades for broker E*Trade via CSV.
  • Launched integration with Tiger Brokers.

February 2023

UX / Usability improvements

  • Updated our dividend reinvestment (DRP) default settings to more closely reflect the most common rounding treatment of DRPs. When DRPs are turned on for a holding, we now use the rounding treatment ‘round down and track balance’ by default.

New Functionality / Enhancements

  • We now allow for the capture of franking credits on Australian convertible notes (relevant for our Australian customer base only).
  • Our holdings News Feed is now richer with new stock-specific content provided by Simply Wall Street, covering a broad range of stocks and markets. You can view latest news on your holdings within the individual Holdings screen of that particular stock.

January 2023

UX / Usability improvements

  • Begin rollout of speed improvements for Reports & reporting architecture
  • Added pagination to the holdings page News Feed to improve the holdings page user experience on mobile devices & reduce unnecessary scroll length

December 2022

UX / Usability improvements

  • Improved the experience of managing custom investments on mobile devices

New Functionality / Enhancements

  • Added “Avg. purchase price” displayed on the holdings page to provide a clearer view of your average price paid compared to its current listing price
  • Introduced a new streamlined service (Interactive Brokers web service) for syncing trades from Interactive Brokers into Sharesight

November 2022

UX / Usability improvements

  • Introduced the full breakdown of capital gains, currency and payout gain on both the Overview page and Performance reports when viewed on mobile devices.
  • Implemented some improvements to our brokers page to simplify the process of importing trade data.
  • Introduced the fourth tranche of a revamped payouts table and form, this time extending our new payouts to non-AU/NZ portfolios.
  • Reduced the size of the banner on mobile (with the introduction of our new logo) and collapsed the filter options by default, such as time period selection and the open/closed positions toggle when viewing the overview page on a mobile device. This was done to free up space for showing the most relevant information to users.
  • Updated the styling of the prompts at the top of the overview page to bring them into alignment with our new brand.

October 2022

UX / Usability improvements

  • Improved the loading time of the Dashboard view for professional users, specifically staff, by up to 85% in some cases.
  • Introduced the third tranche of a revamped payouts table and form, this time extending our new payouts in New Zealand portfolios from our Investor and Expert users only, to all users.
  • Introduced a new colour scheme that impacts every page in the product.

New Functionality / Enhancements

  • Added support for the Bucharest (BVB) and Indonesia (IDX) stock exchanges.
  • Introduced a new Resident Withholding Tax (RWT) field on all foreign payouts in New Zealand portfolios. Capturing this value is particularly useful when your investments are held through custodial arrangements.
  • Introduced the ability to identify all portfolios that contain a specific holding. This is particularly useful for our professional users with many portfolios.

September 2022

UX / Usability improvements

  • Introduced a revamped onboarding screen for clearer importing of historic trades, and to align with our brand moving forward
  • Introduced the second tranche of a revamped payouts table and form: dividends in NZ portfolios
  • Introduced some UX styling tweaks such as the typeface change on our page headers
  • Improved the All Trades report and holding page load time by 50% for users with Xero connections

Broker import functionality

  • Introduced support for Stocktrade trade confirmations

August 2022

New Functionality / Enhancements

  • Introduced a new ‘in this quarter’ period option on the Overview page, and a ‘Last quarter’ and ‘Current quarter’ on all relevant reports
  • Introduced a new ‘Cost-base per share’ column into the All Trades Report downloads for Excel and Google Drive, relevant for opening balance and merge trades.

UX / Usability improvements

  • Updated our Xero connection functionality to now retain the Xero account mappings, even if a Xero connection to a portfolio is temporarily broken, to avoid having to re-key this information
  • Introduced a modernised mobile-friendly account preferences page for Sharesight Pro customers
  • Revamped our signup and login pages to improve page speed & align with our brand moving forward
  • Introduced the first tranche of a revamped payouts table and form: fixed interest investments in NZ portfolios
  • Revamped our generic CSV importer screen to make it clearer the steps required to import trade data
  • Introduced a revamped ‘trade confirmation’ section on our broker tiles, streamlining the process for setting up auto-forwarding of trade confirmation emails
  • Introduced some UX styling tweaks to ensure smooth page transitions
  • Completed our new breadcrumb navigation by rolling out the breadcrumb to the Sharesight Pro plans, billing, trade confirmation, cash account and connect API pages.

Broker import functionality

  • Expanded our support of Stake US trade files to include ASX listings
  • Introduced support for Qtrade trade confirmations
  • Added instructions to the Jarden Direct broker tile for connecting Jarden accounts to Sharesight
  • Revamped our Interactive Brokers tile to make it clearer the steps required to import historical trades
  • Expanded our trade confirmation support for Halo Technologies to include confirmations containing multiple trades

July 2022

New Functionality / Enhancements

  • Added support for the Brazilian, Mexican and Peruvian stock exchanges

UX / Usability improvements

  • Added an ‘add to home screen’ prompt on Android devices when visiting Sharesight on a mobile device for enabling easy “app-like” access to Sharesight mobile interface
  • The new breadcrumb navigation was rolled out to the holdings page and 11 reports
  • Introduced several new UI colours to closer align the product with our brand & ongoing front-end modernisation project moving forward

Broker import functionality

  • Introduced support for historical trade imports from CMC Markets via CSV file
  • Introduced support for historical trade imports from TD Ameritrade (US) via CSV file
  • Added support for historical trade imports via XLSX files for Bell Direct, Bell Potter, Desktop Broker, Macquarie and HSBC Australia. This is in addition to our existing CSV file support for these brokers.
  • Added support for Qtrade trade confirmations
  • Added support for DBS Vickers trade confirmations

June 2022

New Functionality / Enhancements

  • Improved our handling of Australian managed fund payouts for more accurate treatment at tax time
  • Introduced a warning icon on the Australian taxable income report for payouts from ETF or managed fund sources that do not have complete end of year tax components
  • Increased allocation of Custom Groups from 7 to 12 for Sharesight Pro
  • Added support for the Athens Stock Exchange

UX / Usability improvements

  • Upgraded our Interactive Brokers CSV and integration screens
  • Upgraded our Saxo Markets integration screen
  • Expanded our new breadcrumbs navigation to include the transactions log, holding page and four reports
  • Upgraded our branded logos and introduced a new banner colour for all users
  • Consolidated our button colours to align with our brand moving forward

May 2022

New Functionality / Enhancements

  • Added support for over 24,000 US mutual funds
  • Expanded benchmarking beyond ETFs, equities and managed funds to include essentially all instruments
  • Added support for the Prague Stock Exchange

UX / Usability improvements

  • Migrated all Macquarie connections to our modernised mobile friendly connections screen
  • Completed a major update of the annual tax components form for Australian ETFs and managed funds
  • Made it easier to add cash accounts to empty portfolios
  • Expanded our new breadcrumbs to additional screens and improved the functionality on both mobile and desktop while also adding a new home icon to all breadcrumbs
  • Modernised the broker page for Marketech
  • Completed an overhaul of the opening balance file import
  • Introduced consistency across all report page headers
  • Updated styling on the portfolio settings page

Broker Import Functionality (Trade Confirmations)

  • Added support for Superhero trade imports via CSV
  • Added support for Bell Potter trade imports via CSV
  • Added support for Desktop Broker trade imports via CSV
  • Added support for HSBC Australia trade imports via CSV

April 2022

New Functionality / Enhancements

  • Expanded UK Mutual Fund support to include the life and pension universe (over 26,000 additional funds)

UX / Usability improvements

  • Reimplemented the broker import and CSV upload pages, improved usability and added drag and drop functionality
  • Extended breadcrumb navigation to the plans and payments pages
  • Various usability improvements for mobile devices
  • Updated chart colours as part of greater ongoing UI modernisation project
  • Updated styling on the criteria bar used across various reports

Broker Import Functionality (Trade Confirmations)

  • Added support for Halo Technologies (Australia)

  • Added CSV import support for 5 new brokers: Bell Potter, Bell Direct, Desktop Broker, HSBC Australia, Macquarie

Sharesight API

  • Updated the introduction page for our API docs

March 2022

UX / Usability improvements

  • Began initial implementation of UI changes as part of larger-scale design improvements & ongoing UI modernisation rollout
  • Added a new Brokers tab allowing quick access to import data from all of our supported brokers.
  • Introduced a new breadcrumb navigation bar in the account preferences section. This will be rolled out to other places soon.
  • The Integrations tab has moved to a menu item under the Account dropdown.
  • The Help tab has moved to a menu item under the Account dropdown.
  • Reduced the height of the Header bar for an improved experience on mobile devices.
  • Reimplemented the Reports tab for a better experience on mobile devices.

New Functionality / Enhancements

  • Added support for users from an additional 29 countries to sign up to Sharesight and track portfolios and custom investments in their local currency. Sharesight now supports 164 currencies.
  • Added a new account level interface to manage custom investments and their prices across all portfolios.
  • Updated labels on the trust distribution pro rata form which is available on the Taxable Income Report for Australian users.

Broker Import Functionality

  • Added support for Jarvis Investment Management (UK).
  • Added support for Gibraltar Asset Management (Gibraltar).
  • Added Support for Capital Financial Markets (UK).
  • Added support for Robinhood recurring weekly/daily/monthly investments (US).

Sharesight API

  • Updated API docs to remove deprecated V1 API.

February 2022

New functionality/Enhancements

  • Additional portfolios and expanded reporting for some plan types
  • Added support for syncing Capital Calls to Xero as bank transactions

Broker Import Functionality

  • Added support for SEDOL identifiers in trade confirmations
  • Added support for Wealthsimple trade confirmations (Canada)
  • Added support for Standard Chartered Bank (Singapore)

Sharesight API

  • [V2] Added a new ‘signup_via_your_integration’ attribute to the my_user endpoint. This allows API partners to identify users that signed up via their integration.

January 2022

New Functionality / Enhancements

  • Updates to alignment and naming of navigation tabs to improve UI
  • Added news feed for Zacks Investment Research for coverage of USA stocks

Broker Import Functionality

  • Added support for Rothschild & Co (Switzerland)
  • Added support for InvestEngine (UK)

December 2021

New Functionality / Enhancements

  • Added support for NEO stock exchange (Canada) with 20 year price and dividend history

Broker Import Functionality

  • Added support for Smith & Williamson (UK)
  • Added support for Credo Wealth (UK)

November 2021

New Functionality / Enhancements

  • Launched API’s for Sharesies, Stockfox, ProductRex, Diversiview, Stropro
  • Added support for the following new stock exchange markets (with 20 year price and dividend history):
  • Budapest Stock Exchange
  • KOSDAQ (Korea)
  • Tel Aviv Stock Exchange
  • Added news feeds from Ausbiz (Australia), Smallcaps (Australia)

Broker Import Functionality

  • Added support for Barclays Securities (India)
  • Added support for BTIG (Australia)
  • Added support for Burrell Stockbroking & Superannuation (Australia)
  • Added support for Cannacord Genuity (United Kingdom)
  • Added support for Cazenove Capital (United Kingdom)
  • Added support for Davy (Ireland)
  • Added support for FNB Stockbroking and Portfolio Management (South Africa)
  • Added support for GoTrade (Indonesia)
  • Added support for Instinet (Australia)
  • Added support for Kenanga (Malaysia)
  • Added support for Peel Hunt (United Kingdom)
  • Added support for Vested Finance (India)
  • Added support for Wealthsimple (Canada)

October 2021

New Functionality / Enhancements

  • Released new Multi-Period Report
  • Upgraded Interactive Brokers (IB) integration for Sharesight Pro

Broker Import Functionality

  • Added support for Everblu Capital (Australia)
  • Added support for Peloton Capital (Australia)
  • Improved support for Hargreaves Lansdown to handle US Trades (UK)
  • Added support for Mac Equity Partners (Australia)
  • Added support for Merchant Group (Australia)
  • Added support for Cove Capital (Australia)
  • Added support for GBA Capital (Australia)
  • Added support for Finclear (Australia)

Sharesight API

  • V3 - Added an User ID attribute to the Portfolio List and Show endpoints to identify the Portfolio Owner, this allows API users to correctly identify shared portfolios

August 2021

New Functionality / Enhancements

  • Improvements to increase coverage of ex-distribution exit prices for managed funds
  • Layout and design improvements to header and footer
  • Added a new field 13R (TFN credits) to Income Tax return section of AU Taxable Income report
  • Various improvements to the new upcoming Multi-Period Report

July 2021

New Functionality / Enhancements

  • Greatly expanded our coverage of UK managed funds to include funds that do not publish daily NAV prices.
  • Redesigned the account preferences page
  • Sped up the load time of the Overview page charts

Broker Import Functionality

  • Added support for Bennelong (Australia)
  • Added support for Close Brother (UK, funds only)
  • Added support for J. Safra Sarasin (Switzerland)
  • Added support for UBS Switzerland (Switzerland)
  • Improved support for Morgan Stanley to handle AU managed funds and a new contract note format (Australia)

Sharesight API

  • Published a suite of new endpoints to create and manage custom investments [API v3]

June 2021

New Functionality / Enhancements

  • Rolled out 15 minute delayed pricing available for NYSE, NASDAQ, AMEX, BATS and LSE markets (previously end-of-day only)
  • Launched Community Forum for Sharesight-specific & investing discussion
  • Launched new email notifications page for fine-tuning of email preferences/notifications
  • Added an XLSX download to the new multi-currency report
  • Added a Marketech tile to the Broker import page, follow the prompts to connect your Marketech account
  • Added a Pearler tile to the Broker Import page, follow the prompts to connect your Pearler account
  • Updated the labelling of entries in our Account Settings menu to make them more consistent and concise
  • Added a new management page for your custom investments (find it under your Account Settings menu)

Broker Import Functionality

  • Improved support for Sharesies trade csv files (New Zealand)
  • Added support for One Off Trades (Australia)
  • Added support for Westar Capital (Australia)
  • Added support for Fineco Bank (Italy)
  • Added support for GBA Capital (Australia)
  • Added support for Monex Securities (Australia)
  • Added support for BT portfolio services (Australia)

May 2021

New Functionality / Enhancements

  • Security enhancements: view all logged-in devices, remote sign out functionality
  • Added ‘remember for 30 days’ option to two-factor authentication (2FA)
  • Switched to ISIN codes for UK funds, for both search and display
  • Redesigned ‘My Details’ page
  • Redesigned Sharesight Pro dashboard
  • Added support for the following new stock exchanges (with 20 year price and dividend history):
  • Shanghai Stock Exchange (SHG)
  • Euronext Dublin (DUB)
  • Moscow Exchange (MISX)
  • Stock Exchange of Thailand (BKK)
  • Warsaw Stock Exchange (WAR)

Broker Import Functionality

  • Added support for Futu Securities (Hong Kong)
  • Added support for ShareOwner (Canada)
  • Added support for UBS Securities (Hong Kong)
  • Added support for Phillip Capital (Australia)
  • Added support for Cazenove (UK)
  • Added support for 180 Markets allocation confirmations (Australia)

April 2021

New Functionality / Enhancements

  • Released new Multi-Currency Valuation Report for Expert plan users

Broker Import Functionality

  • Added support for Raiz trade confirmations (Australia)
  • Added support for Philip Capital trade confirmations (Australia)
  • Added support for Independent Reserve trade confirmations (Australia)

March 2021

New Functionality / Enhancements

  • Released updated web menu for easier navigation
  • Enhanced the Foreign Currency Valuation Report to remember the currency selection across sessions
  • Added Foreign Currency Valuation Report to consolidated views
  • Switched to using the new Xero API and migrated all existing Xero connections

Broker Import Functionality

  • Added support for Euroz Hartleys contract notes

February 2021

New Functionality / Enhancements

  • Released new two factor authentication solution (2FA) for added security
  • Added a “Group by Currency” option to all reports. This is particularly useful in the new Foreign Currency Valuation Report
  • Redesigned Reports Tab

Broker Import Functionality

  • Added support for Selfwealth contract notes with US trades (Australia)

January 2021

New Functionality / Enhancements

  • Upgraded back-end infrastructure for site / Investapp speed improvements
  • Redesigned Billing Details page
  • Redesigned All Trades Report
  • Updates to our new Foreign Currency Valuation Report (available to Expert plan users with beta features enabled)

Broker Import Functionality

  • Added support for Hargreaves Lansdown managed fund trade confirmations (UK)

December 2020

Broker import functionality

  • Added support for NorthOnline (Australia)
  • Added support for Argonaut (Australia)
  • Added support for Chancellor (Australia)
  • Added support for Boag (Australia)

Enhanced trade confirmation processing to handle UK funds:

  • Hargreaves Lansdown (UK)

November 2020

New Functionality / Enhancements

  • Further enhancements to our new Foreign Currency Valuation report to Expert plan users with beta features enabled.
  • A trade source icon and associated tooltip is now available against all trades in Sharesight to indicate the origin of the trade (eg Sharesight API, trade confirmation, manual entry etc)

Broker Import Functionality

  • Added support for Superhero trade confirmations (Australia)
  • Added support for TD Ameritrade trade confirmations (US)
  • Added support for Firstrade trade confirmations (US)
  • Added support for Stellan Capital trade confirmations (Australia)
  • Added support for Merrill trade confirmations (US)

Sharesight API

  • V3 API - Added owner name attribute to the GET portfolios endpoint

October 2020

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

September 2020

New Functionality / Enhancements

  • Sourcing and loading finalised ETF components for all ASX listed Vanguard, iShares, Russell, ETFS, Betashares, Van Eck ETFs to assist with Australian tax returns
  • Added support for the following new markets (with 20 year price and dividend history):
  • Nasdaq Nordic Stockholm
  • Nasdaq Nordic Copenhagen
  • Nasdaq Nordic Iceland
  • Nasdaq Nordic Helsinki
  • Oslo Stock Exchange
  • Bursa Malaysia KLS stock exchange
  • Added currency support for Chinese Yuan Renminbi (CNH)
  • Added new ‘Investment Type’ categorisation for Stapled Securities and added tooltip assistance around correctly recording dividends (Australian customers)
  • Added new ‘In this month’ date range option on the Overview Page

Usability

  • Rebuilt Xero settings page with improved layout for mobile devices
  • Rebuilt Sharesight API settings page with improved layout for mobile devices
  • Rebuilt trades table on the holding page. Trades now show trade source information and ‘created at’ timestamp.

Broker Import Functionality

  • Added support for Apex Clearing Corporation Trade Confirmations (US)
  • Added support for Superhero trade confirmations (Australia)
  • New CSV importer will now save comments against the trade if provided in the csv file.
  • New CSV importer now supports a user defined ‘unique ID’ per trade and will update existing trades if already imported with a matching unique ID.

Sharesight API

  • Added additional DRP attributes to API v3 trades endpoints

August 2020

New Functionality / Enhancements

  • Added support for over 12,000 UK Mutual Funds with 20+ years of price & distribution history
  • Rolled out UI improvements for Holdings Details pages
  • Added new UI to manage and bulk sync trades to Xero (find under Xero settings on the Integrations tab)
  • Added franking credit field for Australian custom fixed interest investments (some hybrid type instruments pay franked dividends based on coupon rate)

Broker Import Functionality

  • Added support for ETrade US trade confirmations
  • Added support for Investec trade confirmations
  • Trade confirmations are no longer rejected if they would result in a negative position, so can now be sent through in any order

July 2020

New Functionality / Enhancements

  • Overhaul of back-end architecture for better page load performance
  • Added pricing support for London Stock Exchange listings that trade off book on the AIM market

Broker Import Functionality

  • Add support for Vanguard US trade confirmations
  • Add support for Fidelity US trade confirmations
  • All broker imports now use the new and improved bulk trade import UI

Sharesight API

  • Enhance single sign-on endpoint to work with unactivated accounts
  • API V3 Enhance and expand support for attachments in the API
  • API V3 Add support for custom fixed interest investments

June 2020

New Functionality / Enhancements

  • Enhance and rollout our new trade importer UI which makes it much easier to import trading data into Sharesight
  • Improved support for custom fixed interest holdings to offer greater flexibility to edit interest rate/payment information after creation

Usability

  • Redesigned ‘My Details’ page
  • Redesigned the ‘Add a Trade’ form

Broker Import Functionality

  • Enhanced Saxo integration to include support for Block Trading accounts
  • Our generic CSV file import now uses our new and much improved UI (previously available only for specific Broker Imports)
  • Enhanced our ASB Securities importer to support accounts with 2FA enabled
  • Added support Charles Schwab One US trades transaction file

Sharesight API

  • Added additional caching to improve API response time for our new charts endpoints

May 2020

Tax Reporting

  • Improved income year date matching for all Australian unit trust distributions

Usability

  • Added broker import tiles for Interactive Brokers, Selfwealth and Robinhood to better expose our support for these popular brokers
  • Added Suggested Prices, Exchange Rates, and Currency Codes into the new broker file import UI
  • Enhanced caching logic to further improve the time that it takes to generate performance reports

Broker Import Functionality

  • Added support for BT Panorama

Sharesight API

  • API V3 - added option to enable quantity validation when creating trades

April 2020

Tax Reporting

  • Updated the FIF report (NZ) for the 2020 Financial year

Usability

  • Improved confirmation messaging when deleting a cash account transaction that’s linked to a trade.
  • Added a broker search function and improved visibility of our trade confirmation email feature on the Broker Import screen.

Broker Transaction Import

  • Added a direct API integration with Hatch (New Zealand)

Sharesight API

  • Added support for the Capital Call transaction type to our V2 and V3 Trades endpoints
  • Added V3 API endpoints to List, View, Create, Update and Delete Custom Investments

March 2020

New Functionality / Enhancements

  • Completed integration with Morningstar
  • Performed a major upgrade to our production database, approximately doubling our capacity at a hardware level along with adding improved redundancy

Broker Import Functionality

  • Improved Trade Confirmation Email handling for several brokers, including:
  • Stake
  • Jarden
  • Morgans
  • Commsec
  • CMC Markets

Sharesight API

  • Released a new Sharesight User V3 API Performance index chart endpoint

February 2020

New Functionality / Enhancements

  • Begin implementation of Hatch Invest integration (NZ)
  • Increased the maximum unit price for a custom investment from 999,999 to 99,999,999
  • Added automatically calculated distributions for ASX mFund listings

Usability

  • Improved tooltips on the Portfolio Overview table
  • Added a warning message when deleting a custom group
  • Added a ‘delisted’ badge to the Add Holding form indicating if an instrument was deleted based on the trade date entered

Broker Import Functionality

  • Improved the setup process for Interactive Brokers integrations to test/validate FTP credentials during setup
  • Improved the transaction logs for Interactive Brokers integration

Sharesight API

  • Updated the Trades API v3 endpoint with FX functionality.
  • Added an access level attribute to V3 list and show portfolios endpoint
  • Removed beta status from several API v3 endpoints as they are now considered stable
1 Like

Hi Sharesight, i’m using through chrome web browser on my phone but in the Trades and Adjustments section you cannot see the full details of each trade. i.e can only see Date, Type and Value. It does not show quantity or price unless you view on the full desktop version on the computer. Is this functionality being added to the mobile browser version ?

Is there a way we can view the short term product roadmap?

Most of the updates are just adding new exchanges or support for alternative investment types.

It would be good if we could get more useful reports and features that save time managing portfolios.

Hallo, It would be very usefull to have the possibility to add withholding tax % also for domestic asset in the holding setting tab