Blog | Product updates
Sharesight release notes – January 2022
by Scott Ryburn, CTO, Sharesight | Feb 15th 2022
The Sharesight dev team introduced a number of small improvements as we kicked off the new year, along with work behind the scenes on some ongoing projects.
New Functionality / Enhancements
- Updates to alignment and naming of navigation tabs
- Added news feed for Zacks Investment Research
Broker Import Functionality (Trade Confirmations)
- Added support for Rothschild & Co (Switzerland)
- Added support for InvestEngine (UK)
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.