Sharesight release notes – April 2022
Following strong demand from our UK user base, the key highlight for April was adding over 26,000 UK life and pension funds to our ever-expanding dataset of investments. We also released various UX and usability improvements as noted below.
UX / Usability improvements
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Extended breadcrumb navigation to the plans and payments pages
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Reimplemented the broker import and CSV upload pages, improved usability and added drag and drop functionality
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Various usability improvements for mobile devices
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Updated chart colours
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Updated styling on the criteria bar used across various reports
New Functionality / Enhancements
- Expanded UK mutual fund support to include the life and pension universe (over 26,000 funds)
Broker Import Functionality (Trade Confirmations)
- Added support for Halo Technologies (Australia)
Sharesight API
- Updated the introduction page for our API docs
FURTHER READING
How SMSF trustees can get EOFY-ready
In this article, we discuss how Sharesight saves SMSF trustees time and money at tax time, and how trustees can get EOFY-ready with Sharesight.
Sharesight product updates – June 2025
This month's focus was on earning SOC 2 Type 1 certification, expanding exposure reporting to European markets and improving the future income report.
Record-keeping requirements for Australian investors
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.