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
Case studies
How Sharesight helps advisors track net worth and simplify compliance
by Stephanie Stefanovic | Jul 19th 2024
We talk to Ryan Jones, Partner, Accountant and Financial Advisor at Jones Louros, about how he uses Sharesight to manage his clients’ investment trusts.
Product features
Automatically track Swissquote trades with Sharesight
by Stephanie Stefanovic | Jul 18th 2024
If you trade using Swiss broker Swissquote, you can automatically import your trading data to your Sharesight portfolio.
Investing tips
Dividends vs. share buybacks: Which is better for investors?
by Stephanie Stefanovic | Jul 17th 2024
We take a look at dividends and share buybacks, discussing the pros and cons of each, the tax implications and which one is more beneficial for investors.