Sharesight release notes – July 2022
In July, the key update was our expansion into Latin America, with support for the Brazilian, Mexican and Peruvian stock exchanges.
UX / Usability improvements
-
The new breadcrumb navigation was rolled out to the holdings page and 11 reports
-
Added an ‘add to home screen’ prompt on Android devices when visiting Sharesight on a mobile device
-
Introduced several new colours to closer align the product with our brand moving forward
New functionality / Enhancements
- Added support for the Brazilian, Mexican and Peruvian stock exchanges
Broker import functionality
-
Introduced support for historical trade imports from TD Ameritrade (US) via CSV file
-
Introduced support for historical trade imports from CMC via CSV file
-
Added support for DBS Vickers trade confirmations
-
Added support for Qtrade trade confirmations
-
Added support for historical trade imports via XLSX files for Bell Direct, Bell Potter, Desktop Broker, Macquarie and HSBC Australia. This is in addition to our existing CSV file support for these brokers.
FURTHER READING
Evaluate your investment returns with the performance report
One of Sharesight’s most popular reports, the performance report gives you the full picture of your portfolio’s returns over any chosen period.
5 ways Sharesight helps Australian investors at tax time
Learn how Sharesight’s Australian tax features can not only help you complete your tax return, but also save you time and money at tax time.
How to present portfolio tax reports clients actually understand
Portfolio tax reports don't have to generate endless client questions. Here's how to structure them so clients can review, confirm and sign off.