Sharesight release notes – January 2023
In January, our main focus was on improving the overall architecture of the application to deliver reports in a timely fashion. Starting with the diversity report, we will be posting some positive changes in the way our reports are delivered, which will continue to be a priority over the next couple of months.
The rest of the month was spent addressing technical debt associated with some of the feature work we delivered in 2022.
UX / Usability improvements
- Added pagination to the holdings page news feed to improve the holdings page user experience on mobile devices.
FURTHER READING
How SMSF trustees can get EOFY-ready
In this article, we discuss how Sharesight saves SMSF trustees time and money at tax time, and how trustees can get EOFY-ready with Sharesight.
Sharesight product updates – June 2025
This month's focus was on earning SOC 2 Type 1 certification, expanding exposure reporting to European markets and improving the future income report.
Record-keeping requirements for Australian investors
Find out which records the ATO requires Australian investors to keep, and how to stay on top of your investment portfolio record-keeping with Sharesight.