Sharesight release notes – May 2022

by Ben Clendon, Head of Product, Sharesight | Jun 15th 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.

Sharesight release notes May 2022

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)


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