Blog

Sharesight product updates – September 2023

by Ben Clendon, Head of Product, Sharesight | Sep 8th 2023

You’ll notice a slight change with this month's release notes. Moving forward we will be dating the release notes for the month in which we publish, not in the month the feature work was completed.

August was a big month for us. We completed the rollout of more than 80,000 Luxembourg managed funds with historical prices and corporate actions going back 20 years. In addition we rolled out a brand new exposure report, currently available for our Expert plan users. If you are an Expert plan customer and would like to see this new report, just make sure you have the ‘Beta’ flag enabled on your account preferences page.

This new report is designed to provide you with a better understanding as to the true exposure of your portfolio to any one investment, market, currency, country or sector by taking into account the underlying holdings of your ETFs.

A couple of things worth noting about the new report:

  • The ownership column of the report indicates whether the investment is owned by you directly or indirectly via an underlying holding in an ETF
  • We retrieve the top 50 investments in each ETF, while the remainder of the ETF’s underlying holdings remain grouped under a ‘residual balance’ label
  • We retrieve the underlying holdings of ETFs held in Australia, Canada, New Zealand, United Kingdom and United States. We can expand this support based on demand
  • We will continue to improve the feature and tidy up any bugs over the next few months.

As many of you will know, we also held our first ever investor conference in Sydney in August and I had the opportunity to demo the new Exposure report while it was still only available in our testing environments. Thanks to all those who attended the conference and for taking the opportunity to talk directly with me regarding all your feature ideas.

Sharesight product updates September 2023

New functionality / Enhancements

Broker import functionality

We’ve added support for another five brokers, bringing our total to 192 globally. This month’s additions are:

FURTHER READING

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.