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
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Introduced a new colour scheme that impacts every page in the product.
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Improved the loading time of the Dashboard view for professional users, specifically staff, by up to 85% in some cases.
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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
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Introduced the ability to identify all portfolios that contain a specific holding. This is particularly useful for our professional users with many portfolios.
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Added support for the Bucharest (BVB) and Indonesia (IDX) stock exchanges.
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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
What AI gets wrong about your clients’ portfolios
What ChatGPT and AI assistants miss when evaluating a real investment portfolio, and how advisers can respond. Acknowledge, verify, add context and document.
September top trades: Microsoft bounces back, Apple cools and New Zealanders keep buying
Microsoft buys rebounded, Apple fell from #2 to #12 and New Zealanders bought the most. See what Sharesight investors traded in September 2026.
Product updates - September 2026
See what’s up and what’s down at a glance with our new gains & losses toggle, and more product improvements. It’s all in Sharesight’s September update.