Blog

Sharesight release notes – June 2022

by Ben Clendon, Head of Product, Sharesight | Jul 14th 2022

In June, our main focus was on making improvements to UX and usability, along with several updates relevant for Australian tax reporting.

June Release notes (1)

UX / Usability improvements

  • Upgraded our branded logos and introduced a new banner colour for all users

  • Consolidated our button colours to align with our brand moving forward

  • Upgraded our Interactive Broker 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

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 custom groups from 7 to 12 for Sharesight Pro

  • Added support for the Athens Stock Exchange

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In this blog, we discuss retirement planning for investors, including four important factors every investor must consider.

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Sharesight product updates – May 2024

by Ben Clendon | May 2nd 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.