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 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/

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

January 2020

New Functionality / Enhancements

Increased file size upload restriction from 1 MB to 10 MB
Completed major database upgrade with less than 15 minutes of platform downtime

Usability

  • Improved messaging on reports when no data available within a date range
  • Revised design for signing up to Sharesight with Google account
  • Update the settings tab buttons to be more consistent
  • Broker Transaction Import
  • Migrated all broker imports to use the redesigned bulk trades import UI

Sharesight API

  • Add trading cash account parameter to V2 and V3 portfolio endpoints
  • Added Exchange rates endpoint to API v3 (Beta)
  • Added Xero sync status to API v3 Create Trade, Update Trade, Show Trade, List Trade endpoints (Beta)
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