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
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Migrated all Macquarie connections to our modernised mobile friendly connections screen
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Completed a major update of the annual tax components form for Australian ETFs and managed funds
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Made it easier to add cash accounts to empty portfolios
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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
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Modernised the broker page for Marketech
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Completed an overhaul of the opening balance file import
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Introduced consistency across all report page headers
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Updated styling on the portfolio settings page
New Functionality / Enhancements
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Added support for over 24,000 US mutual funds
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Expanded benchmarking beyond ETFs, equities and managed funds to include essentially all instruments
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Added support for the Prague Stock Exchange
Broker Import Functionality (Trade Confirmations and CSV’s)
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Added support for Superhero trade imports via CSV
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Added support for Bell Potter trade imports via CSV
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Added support for Desktop Broker trade imports via CSV
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Added support for HSBC Australia trade imports via CSV
FURTHER READING
![Ryan Jones Jones Louros](https://images.ctfassets.net/91sm3pewxzag/1UWRfCc6J417vwhOnmcAGt/16b9f998b8d78c219f58b497155d93b2/Ryan_Jones_Jones_Louros.png?w=600&h=314&q=100&fm=png&bg=transparent)
How Sharesight helps advisors track net worth and simplify compliance
We talk to Ryan Jones, Partner, Accountant and Financial Advisor at Jones Louros, about how he uses Sharesight to manage his clients’ investment trusts.
![Swissquote](https://images.ctfassets.net/91sm3pewxzag/1RmWeCmzBM6fUoOuPGLmpG/f5690e07cfcaa1605ca2abeccce3b0db/Swissquote.png?w=600&h=314&q=100&fm=png&bg=transparent)
Automatically track Swissquote trades with Sharesight
If you trade using Swiss broker Swissquote, you can automatically import your trading data to your Sharesight portfolio.
![Dividend vs share buybacks](https://images.ctfassets.net/91sm3pewxzag/3fuf11F5b1j5bs8xwVWVtT/7bf086210f469fd672101c9fe20a88c3/Dividend_vs_share_buybacks.png?w=600&h=314&q=100&fm=png&bg=transparent)
Dividends vs. share buybacks: Which is better for investors?
We take a look at dividends and share buybacks, discussing the pros and cons of each, the tax implications and which one is more beneficial for investors.