Sharesight release notes – June 2022

by Ben Clendon, Head of Product, Sharesight | Jul 14th 2022

In June, our main focus was on making improvements to UX and usability, along with several updates relevant for Australian tax reporting.

June Release notes (1)

UX / Usability improvements

  • Upgraded our branded logos and introduced a new banner colour for all users

  • Consolidated our button colours to align with our brand moving forward

  • Upgraded our Interactive Broker CSV and integration screens

  • Upgraded our Saxo Markets integration screen

  • Expanded our new breadcrumbs navigation to include the transactions log, holding page and four reports

New functionality / Enhancements

  • Improved our handling of Australian managed fund payouts for more accurate treatment at tax time

  • Introduced a warning icon on the Australian taxable income report for payouts from ETF or managed fund sources that do not have complete end of year tax components

  • Increased custom groups from 7 to 12 for Sharesight Pro

  • Added support for the Athens Stock Exchange


Track your TFSA with Sharesight3

Track your TFSA with Sharesight

by Stephanie Stefanovic | Apr 11th 2024

You can easily track your Tax-Free Savings Accounts (TFSAs) in Sharesight, in addition to your non-registered, RRSP, and RRIF accounts.

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Top 50 finance and investing podcasts in 2024

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The Sharesight team has put together a list of the top 50 investing, personal finance and business news podcasts worldwide.

product updates April 2024

Sharesight product updates – April 2024

by Ben Clendon | Apr 3rd 2024

This month we wrapped up a number of long-term projects, including security enhancements, additional broker support and our new holdings page.