Sharesight release notes – January 2023
In January, our main focus was on improving the overall architecture of the application to deliver reports in a timely fashion. Starting with the diversity report, we will be posting some positive changes in the way our reports are delivered, which will continue to be a priority over the next couple of months.
The rest of the month was spent addressing technical debt associated with some of the feature work we delivered in 2022.
UX / Usability improvements
- Added pagination to the holdings page news feed to improve the holdings page user experience on mobile devices.
FURTHER READING
4 ways to prepare your investment portfolio for retirement
In this blog, we discuss retirement planning for investors, including four important factors every investor must consider.
Evaluate your investment returns with the performance report
One of Sharesight’s most popular reports, the performance report gives you the full picture of your portfolio’s returns over any chosen period.
Sharesight product updates – May 2024
This month's focus was on expanding our broker support and streamlining the customer onboarding journey, as well as additional reporting and holding functions.