Sharesight release notes – October 2022
In October our key priority continued to be our UX and brand updates. Last week we pushed a major update to our colours and as I write this we are in the process of launching our new look. You can find out more about this exciting endeavour here.
UX / Usability improvements
-
Introduced a new colour scheme that impacts every page in the product.
-
Improved the loading time of the Dashboard view for professional users, specifically staff, by up to 85% in some cases.
-
Introduced the third tranche of a revamped payouts table and form, this time extending our new payouts in New Zealand portfolios from our Investor and Expert users only, to all users.
New Functionality / Enhancements
-
Introduced the ability to identify all portfolios that contain a specific holding. This is particularly useful for our professional users with many portfolios.
-
Added support for the Bucharest (BVB) and Indonesia (IDX) stock exchanges.
-
Introduced a new Resident Withholding Tax (RWT) field on all foreign payouts in New Zealand portfolios. Capturing this value is particularly useful when your investments are held through custodial arrangements.
FURTHER READING
Announcing the Sharesight Fintech Scholarship's 2024 winner
We are pleased to announce the 2024 winner of the Sharesight Fintech Scholarship, Temiremi Egwuenu, who is studying Applied Finance at Macquarie University.
Effortlessly track clients’ trades with Sharesight and Desktop Broker
Sharesight has integrated with Desktop Broker, allowing advisers to have their clients’ trading data automatically synced to Sharesight’s portfolio tracker.
Red flags: When should you avoid investing in an asset?
This article explores some of the “red flags” you should look out for when considering an investment for your portfolio.