Sharesight release notes – March 2022

March was a big month and many of you will have noticed a number of small but significant UI changes, which form part of a wider package of design and usability improvements that will be rolled out over the coming months.

UX / Usability improvements

• Introduced a new breadcrumb navigation bar in the account preferences section. This will be rolled out to other places soon.

• The Integrations tab has moved to a menu item under the Account dropdown.

• The Help tab has moved to a menu item under the Account dropdown.

• Reduced the height of the Header bar for an improved experience on mobile devices.

• Added a new Brokers tab allowing quick access to import data from all of our supported brokers.

• Reimplemented the Reports tab for a better experience on mobile devices.

New Functionality / Enhancements

• Added support for users from an additional 29 countries to sign up to Sharesight and track portfolios and custom investments in their local currency. Sharesight now supports 164 currencies.

• Added a new account level interface to manage custom investments and their prices across all portfolios.

• Updated labels on the trust distribution pro rata form which is available on the Taxable Income Report for Australian users.

Broker Import Functionality (Trade Confirmations)

• Added support for Jarvis Investment Management (UK).
• Added support for Gibraltar Asset Management (Gibraltar).
• Added Support for Capital Financial Markets (UK).
• Added support for Robinhood recurring weekly/daily/monthly investments (US).

Sharesight API

• Updated API docs to remove deprecated V1 API.

FURTHER READING

• Sharesight release notes – February 2022
• Sharesight release notes – January 2022
• Every feature Sharesight released in 2021