Sharesight release notes – August 2022

In August the key priority was our UX and brand updates, with a particular focus on streamlining our onboarding experience.

UX / Usability improvements

• Updated our Xero connection functionality to now retain the Xero account mappings, even if a Xero connection to a portfolio is temporarily broken, to avoid having to re-key this information

• Introduced a modernised mobile-friendly account preferences page for Sharesight Pro customers

• Revamped our signup and login pages to align with our brand moving forward

• Introduced the first tranche of a revamped payouts table and form: Fixed interest investments in NZ portfolios

• Introduced some UX styling tweaks to ensure smooth page transitions

• Completed our new breadcrumb navigation by rolling out the breadcrumb to the Sharesight Pro plans, billing, trade confirmations, cash account and Connect API pages

• Introduced a revamped ‘trade confirmation’ section on our broker tiles, streamlining the process for setting up auto-forwarding of trade confirmation emails

• Revamped our generic CSV importer screen to simplify the steps required to import trade data.

New functionality / Enhancements

• Introduced new ‘in this quarter’ and ‘last quarter’ period options on the overview on all relevant reports

• Introduced a new cost base per share column into the all trades report XLSX and Google Drive downloads, relevant for opening balance and merge trades.

Broker import functionality

• Added instructions to the Jarden Direct broker tile for connecting Jarden accounts to Sharesight

• Expanded our support of Stake US trade files to include ASX listings

• Introduced support for Qtrade trade confirmations

• Expanded our trade confirmation support for Halo Technologies to include confirmations containing multiple trades

• Revamped our Interactive Broker tile to simplify the steps required to import historical trades.

FURTHER READING

• Sharesight release notes - July 2022

• Sharesight release notes - June 2022

• Sharesight release notes - May 2022