Blog

Sharesight release notes – September 2022

by Ben Clendon, Head of Product, Sharesight | Oct 9th 2022

In September our key priority continued to be our UX and brand updates with a particular focus on some visual changes due to be rolled out later in October.

Release notes-September 2022

UX / Usability improvements

  • 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

  • Introduced a revamped onboarding screen, to align with our brand moving forward

  • 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

FURTHER READING

Retirement planning for investors3

4 ways to prepare your investment portfolio for retirement

by Stephanie Stefanovic | May 16th 2024

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

Performance report

Evaluate your investment returns with the performance report

by Stephanie Stefanovic | May 13th 2024

One of Sharesight’s most popular reports, the performance report gives you the full picture of your portfolio’s returns over any chosen period.

Product updates May24

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.