Blog

Sharesight release notes – August 2022

by Ben Clendon, Head of Product, Sharesight | Sep 7th 2022

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

Sharesight August release notes

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

Top20 NZX monthly Mar24

Top 20 NZX trades by Sharesight users – March 2024

by Stephanie Stefanovic | Mar 28th 2024

Welcome to the March 2024 edition of Sharesight’s monthly NZX trading snapshot, where we look at the top 20 trades Sharesight users made on the NZX.

Top 20 US month Mar24

Top 20 trades in US stocks by Sharesight users – March 2024

by Stephanie Stefanovic | Mar 27th 2024

Welcome to the March 2024 edition of Sharesight’s monthly USA trading snapshot, where we look at Sharesight users’ top 20 trades in US stocks.

Top20 ASX monthly Mar24

Top 20 ASX trades by Sharesight users – March 2024

by Stephanie Stefanovic | Mar 26th 2024

Welcome to the March 2024 edition of Sharesight’s monthly ASX trading snapshot, where we look at the top 20 trades Sharesight users made on the ASX.