Blog | Product updates
Sharesight release notes – July 2022
by Ben Clendon, Head of Product, Sharesight | Aug 8th 2022
In July, the key update was our expansion into Latin America, with support for the Brazilian, Mexican and Peruvian stock exchanges.
UX / Usability improvements
- The new breadcrumb navigation was rolled out to the holdings page and 11 reports
- Added an ‘add to home screen’ prompt on Android devices when visiting Sharesight on a mobile device
- Introduced several new colours to closer align the product with our brand moving forward
New functionality / Enhancements
- Added support for the Brazilian, Mexican and Peruvian stock exchanges
Broker import functionality
- Introduced support for historical trade imports from TD Ameritrade (US) via CSV file
- Introduced support for historical trade imports from CMC via CSV file
- Added support for DBS Vickers trade confirmations
- Added support for Qtrade trade confirmations
- Added support for historical trade imports via XLSX files for Bell Direct, Bell Potter, Desktop Broker, Macquarie and HSBC Australia. This is in addition to our existing CSV file support for these brokers.
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.