Blog

Sharesight release notes - August 2021

by Scott Ryburn, CTO, Sharesight | Sep 8th 2021

This month we’ve continued to make a number of improvements to the new Multi-Period Report. A reminder that this is available as a preview for Expert plan customers with beta features enabled. This report will be available to all Expert and Pro users very soon, keep your eyes peeled for an update.

New Functionality / Enhancements

  • Improvements to increase coverage of ex-distribution exit prices for managed funds
  • Layout and design improvements to header and footer
  • Added a new field 13R (TFN credits) to Income Tax return section of AU Taxable Income report
  • Various improvements to the new Multi-Period Report

FURTHER READING

Sharesight exposure report

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.

Why KmacD Financial uses Sharesight

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.

release notes

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.