Sharesight release notes – May 2022

Following strong demand from our US user base, the key highlight for May was adding over 24,000 US mutual funds to our ever-expanding dataset of investments. We also released various UX and usability improvements as noted below.

UX / Usability improvements

• Migrated all Macquarie connections to our modernised mobile friendly connections screen

• Completed a major update of the annual tax components form for Australian ETFs and managed funds

• Made it easier to add cash accounts to empty portfolios

• Expanded our new breadcrumbs to additional screens and improved the functionality on both mobile and desktop while also adding a new home icon to all breadcrumbs

• Modernised the broker page for Marketech

• Completed an overhaul of the opening balance file import

• Introduced consistency across all report page headers

• Updated styling on the portfolio settings page

New Functionality / Enhancements

• Added support for over 24,000 US mutual funds

• Expanded benchmarking beyond ETFs, equities and managed funds to include essentially all instruments

• Added support for the Prague Stock Exchange

Broker Import Functionality (Trade Confirmations and CSV’s)

• Added support for Superhero trade imports via CSV

• Added support for Bell Potter trade imports via CSV

• Added support for Desktop Broker trade imports via CSV

• Added support for HSBC Australia trade imports via CSV

FURTHER READING

• Sharesight release notes - April 2022

• Sharesight release notes – March 2022

• Sharesight release notes – February 2022