Sharesight release notes – June 2023

We wrapped up work on our revamped diversity report in June and have now started applying this new framework to our other reports, starting with the sold securities report. This work sets the scene for an expansion in our reporting feature set that you will hear more about in the coming months.

In addition, we made a variety of improvements to our broker import functionality as well as design and functionality improvements as a result of legislative changes.

New functionality / Enhancements

• Expanded access to our manual cash accounts feature to those on the Starter plan
• Introduced the ability to see a single summarised row of a stock when viewing the diversity report in a consolidated portfolio where that stock is present in two or more portfolios
• Revamped the UX for re-running diversity report requests to ensure a smoother user experience
• Added country and income type for each foreign payout to the New Zealand taxable income report (both on screen and on the xlsx downloads) to accommodate changes in New Zealand tax return reporting obligations
• We have expanded the performance optimisations we introduced last month to our capital gains tax (CGT) calculations, drastically reducing timeouts on our unrealised CGT and CGT reporting in Australian portfolios.

Broker import functionality

• Added support for Freetrade transaction history imports via csv
• Expanded our National Bank of Canada transaction history import to include both French and English versions.

UX / Useability Improvements

• Introduced new branded designs for a number of our error pages, continuing our work to produce a consistent ‘on brand’ feel to all our products.

FURTHER READING

• Sharesight release notes - May 2023
• Sharesight release notes - April 2023
• Sharesight release notes - March 2023