Blog

New Navigation Menu

by Scott Ryburn, CTO, Sharesight | May 9th 2013

Yesterday we launched our new and improved navigation menu. The new menu is designed to make it much quicker and easier for you to navigate around your portfolio and provides quick to access to portfolio sharing and other portfolio settings that were previously difficult to find.

New Navigation Menu

Some key highlights of the new navigation menu include:

  • The holdings tab lets you quickly see the most recently accessed holdings in your portfolio. There’s also a search box so you can easily find any share in your portfolio (including sold shares). Now you can quickly bring up the holding detail page for a share from anywhere within Sharesight.

  • The Settings menu gives you quick access to all of the settings for the portfolio that you are currently working in. This makes it easier and quicker to edit portfolio settings, configure alerts, enable the Trade Confirmation Emails functionality or set up a Xero connection.

  • The Sharing and permissions tab gives you an easy way to see who has access to your portfolio, change sharing permissions and invite new users to access your portfolio.

  • The Help tab offers contextual help for each page and one-click access to post a question in our community forum.

As always we look forward to your feedback as we continue to develop and improve Sharesight. Please leave your feedback below or join the conversation in our Community Forum.

We have an exciting roadmap ahead including our soon-to-be-introduced consolidated performance reporting across multiple portfolios and improved CGT reporting functionality for Australian subscribers. Stay tuned for more details!

June product updates

Sharesight product updates – June 2024

by Ben Clendon | Jun 11th 2024

Key updates this month include the deployment of the new holdings page to all users, additional broker support and improvements to reporting and trade creation.

Record-keeping requirements for Australian investors

Record-keeping requirements for Australian investors

by Stephanie Stefanovic | Jun 6th 2024

Find out which records the ATO requires Australian investors to keep, and how to stay on top of your investment portfolio record-keeping with Sharesight.

How SMSF trustees can get EOFY-ready

How SMSF trustees can get EOFY-ready

by Stephanie Stefanovic | Jun 5th 2024

Keep reading to learn more about how Sharesight saves SMSF trustees time and money at tax time, and how trustees can get EOFY-ready with Sharesight.