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

Sharesight Wealth Management Awards 2025 Wealth Tech Innovator of the Year

Sharesight nominated for 2025 Wealth Tech Innovator of the Year

by Stephanie Stefanovic | Jul 10th 2025

Sharesight has been chosen as a finalist in the 2025 Australian Wealth Management Awards, in the Wealth Tech Innovator of the Year category.

Historical cost report (2)

Prepare your annual accounts with our historical cost report

by Stephanie Stefanovic | Jul 9th 2025

Sharesight's historical cost report is a powerful tool for investors who need to prepare annual accounts or financial statements with mark-to-market accounting.

Product updates July

Sharesight product updates – July 2025

by Ben Clendon | Jul 9th 2025

This month's focus was on rolling out predictive income forecasting, as well as improved cash account syncing across different brokers and currencies.