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

• Sharesight release notes - June 2022

• Sharesight release notes - May 2022

• Sharesight release notes - April 2022