Sharesight product updates – October 2023
We’ve split our focus in a few different directions over the last month. We have continued to improve on our new (beta) exposure report in preparation for its full release. We also rolled out some additional improvements to our custom investment feature set as part of our ongoing work to prepare ourselves as a business for our expansion into multi-asset class support.
Finally, as I write this we are in the process of releasing a very early sneak peak of our new holdings page. The work is largely incomplete, but our rationale for such early access (for those with beta access enabled) is to gather feedback as we iteratively deliver the remaining functions, allowing us plenty of time to incorporate this feedback and improve the page as we go.
New functionality / Enhancements
- Very early beta release of our new holdings page
- The ability to bulk delete custom investment prices
- The ability for guests with read only access to view custom investment details
- Separated the ‘residual’ entry for each ETF on the exposure report into their own ‘residual ETFs’ category, displaying this grouping at the bottom of the report.
Broker import functionality
- Added support for Barrenjoey trade confirmations.
FURTHER READING
See what’s inside your ETFs with Sharesight’s exposure report
See inside your ETFs and get the full picture of your investment portfolio's composition with Sharesight's exposure report.
How KmacD Financial streamlines reporting and saves time with Sharesight
We talk to financial planning firm KmacD Financial about how the Sharesight-AdviserLogic integration helps them save time and streamline client reporting.
Sharesight product updates – November 2023
The focus over the past month has been on implementing additional feature ideas relating to our new (beta) exposure report.