Sharesight release notes – September 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.
UX / Usability improvements
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Introduced the second tranche of a revamped payouts table and form: dividends in NZ portfolios
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Introduced some UX styling tweaks such as the typeface change on our page headers
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Introduced a revamped onboarding screen, to align with our brand moving forward
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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
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.
Automatically track Swissquote trades with Sharesight
If you trade using Swiss broker Swissquote, you can automatically import your trading data to your Sharesight portfolio.
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.