Sharesight release notes – June 2022
In June, our main focus was on making improvements to UX and usability, along with several updates relevant for Australian tax reporting.
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
FURTHER READING
Sharesight nominated for 2025 Wealth Tech Innovator of the Year
Sharesight has been chosen as a finalist in the 2025 Australian Wealth Management Awards, in the Wealth Tech Innovator of the Year category.
Prepare your annual accounts with our historical cost report
Sharesight's historical cost report is a powerful tool for investors who need to prepare annual accounts or financial statements with mark-to-market accounting.
Sharesight product updates – July 2025
This month's focus was on rolling out predictive income forecasting, as well as improved cash account syncing across different brokers and currencies.