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
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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
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Introduced a modernised mobile-friendly account preferences page for Sharesight Pro customers
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Revamped our signup and login pages to align with our brand moving forward
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Introduced the first tranche of a revamped payouts table and form: Fixed interest investments in NZ portfolios
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Introduced some UX styling tweaks to ensure smooth page transitions
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Completed our new breadcrumb navigation by rolling out the breadcrumb to the Sharesight Pro plans, billing, trade confirmations, cash account and Connect API pages
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Introduced a revamped ‘trade confirmation’ section on our broker tiles, streamlining the process for setting up auto-forwarding of trade confirmation emails
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Revamped our generic CSV importer screen to simplify the steps required to import trade data.
New functionality / Enhancements
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Introduced new ‘in this quarter’ and ‘last quarter’ period options on the overview on all relevant reports
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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
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Added instructions to the Jarden Direct broker tile for connecting Jarden accounts to Sharesight
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Expanded our support of Stake US trade files to include ASX listings
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Introduced support for Qtrade trade confirmations
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Expanded our trade confirmation support for Halo Technologies to include confirmations containing multiple trades
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Revamped our Interactive Broker tile to simplify the steps required to import historical trades.
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