Blog | Product updates
Sharesight release notes - April 2021
by Scott Ryburn, CTO, Sharesight | May 10th 2021
This month we officially released our new Multi-Currency Valuation Report to all of our Expert plan users. We also added support for three new brokers as follows:
Broker Import Functionality
- Added support for Raiz trade confirmations (Australia)
- Added support for Philip Capital trade confirmations (Australia)
- Added support for Independent Reserve trade confirmations (Australia)
FURTHER READING
Product features
See what’s inside your ETFs with Sharesight’s exposure report
by Stephanie Stefanovic | Nov 21st 2023
See inside your ETFs and get the full picture of your investment portfolio's composition with Sharesight's exposure report.
Case studies
How KmacD Financial streamlines reporting and saves time with Sharesight
by Diana Ioppolo | Nov 15th 2023
We talk to financial planning firm KmacD Financial about how the Sharesight-AdviserLogic integration helps them save time and streamline client reporting.
Product updates
Sharesight product updates – November 2023
by Ben Clendon | Nov 10th 2023
The focus over the past month has been on implementing additional feature ideas relating to our new (beta) exposure report.