Blog

Sharesight release notes – March 2022

by Scott Ryburn, CTO, Sharesight | Apr 6th 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.

release notes mar 22

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

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