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Blog | Product updates

Sharesight release notes – July 2023

by Ben Clendon, Head of Product, Sharesight | Aug 2nd 2023

Our focus this month has been on an entirely new report, which I will talk more about in the next month or so. In addition to this, we continued to expand our market support and improve our custom investments feature set in preparation for our expansion into multi-asset class support.

July release notes

New functionality / Enhancements

  • Introduced support for the Philippine Stock Exchange (PHS)
  • Introduced a new coupon rates screen to the custom investment feature set found under the accounts menu
  • Added cryptocurrency Kusama (KSM)
  • Introduced our revamped sold securities report which delivers a better mobile experience and no longer times out in large portfolios.

Broker import functionality

  • Added Ausiex CSV support.

FURTHER READING

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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
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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
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.