Blog | Product updates
Sharesight release notes - August 2021
by Scott Ryburn, CTO, Sharesight | Sep 8th 2021
This month we’ve continued to make a number of improvements to the new Multi-Period Report. A reminder that this is available as a preview for Expert plan customers with beta features enabled. This report will be available to all Expert and Pro users very soon, keep your eyes peeled for an update.
New Functionality / Enhancements
- Improvements to increase coverage of ex-distribution exit prices for managed funds
- Layout and design improvements to header and footer
- Added a new field 13R (TFN credits) to Income Tax return section of AU Taxable Income report
- Various improvements to the new Multi-Period Report
FURTHER READING
News
Announcing the Sharesight Fintech Scholarship's 2024 winner
by Stephanie Stefanovic | Apr 24th 2024
We are pleased to announce the 2024 winner of the Sharesight Fintech Scholarship, Temiremi Egwuenu, who is studying Applied Finance at Macquarie University.
Product features
Effortlessly track clients’ trades with Sharesight and Desktop Broker
by Stephanie Stefanovic | Apr 21st 2024
Sharesight has integrated with Desktop Broker, allowing advisers to have their clients’ trading data automatically synced to Sharesight’s portfolio tracker.
Investing tips
Red flags: When should you avoid investing in an asset?
by Stephanie Stefanovic | Apr 19th 2024
This article explores some of the “red flags” you should look out for when considering an investment for your portfolio.