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
What AI gets wrong about your clients’ portfolios
What ChatGPT and AI assistants miss when evaluating a real investment portfolio, and how advisers can respond. Acknowledge, verify, add context and document.
September top trades: Microsoft bounces back, Apple cools and New Zealanders keep buying
Microsoft buys rebounded, Apple fell from #2 to #12 and New Zealanders bought the most. See what Sharesight investors traded in September 2026.
Product updates - September 2026
See what’s up and what’s down at a glance with our new gains & losses toggle, and more product improvements. It’s all in Sharesight’s September update.