Blog | Product updates
Sharesight release notes – June 2022
by Ben Clendon, Head of Product, Sharesight | Jul 14th 2022
In June, our main focus was on making improvements to UX and usability, along with several updates relevant for Australian tax reporting.
UX / Usability improvements
- Upgraded our branded logos and introduced a new banner colour for all users
- Consolidated our button colours to align with our brand moving forward
- Upgraded our Interactive Broker CSV and integration screens
- Upgraded our Saxo Markets integration screen
- Expanded our new breadcrumbs navigation to include the transactions log, holding page and four reports
New functionality / Enhancements
- Improved our handling of Australian managed fund payouts for more accurate treatment at tax time
- Introduced a warning icon on the Australian taxable income report for payouts from ETF or managed fund sources that do not have complete end of year tax components
- Increased custom groups from 7 to 12 for Sharesight Pro
- Added support for the Athens Stock Exchange
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.
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.