Sharesight release notes – October 2022
In October our key priority continued to be our UX and brand updates. Last week we pushed a major update to our colours and as I write this we are in the process of launching our new look. You can find out more about this exciting endeavour here.
UX / Usability improvements
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Introduced a new colour scheme that impacts every page in the product.
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Improved the loading time of the Dashboard view for professional users, specifically staff, by up to 85% in some cases.
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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.
New Functionality / Enhancements
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Introduced the ability to identify all portfolios that contain a specific holding. This is particularly useful for our professional users with many portfolios.
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Added support for the Bucharest (BVB) and Indonesia (IDX) stock exchanges.
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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.
FURTHER READING
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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.