Blog

Sharesight release notes – September 2022

by Ben Clendon, Head of Product, Sharesight | Oct 9th 2022

In September our key priority continued to be our UX and brand updates with a particular focus on some visual changes due to be rolled out later in October.

Release notes-September 2022

UX / Usability improvements

  • Introduced the second tranche of a revamped payouts table and form: dividends in NZ portfolios

  • Introduced some UX styling tweaks such as the typeface change on our page headers

  • Introduced a revamped onboarding screen, to align with our brand moving forward

  • Improved the all trades report and holding page load time by 50% for users with Xero connections

Broker import functionality

  • Introduced support for Stocktrade trade confirmations

FURTHER READING

SMSF EOFY

How SMSF trustees can get EOFY-ready

by Stephanie Stefanovic | Jun 10th 2025

In this article, we discuss how Sharesight saves SMSF trustees time and money at tax time, and how trustees can get EOFY-ready with Sharesight.

Product updates June

Sharesight product updates – June 2025

by Ben Clendon | Jun 10th 2025

This month's focus was on earning SOC 2 Type 1 certification, expanding exposure reporting to European markets and improving the future income report.

Record keeping requirements AU investors

Record-keeping requirements for Australian investors

by Stephanie Stefanovic | Jun 5th 2025

Find out which records the ATO requires Australian investors to keep, and how to stay on top of your investment portfolio record-keeping with Sharesight.