Blog | Product updates
Sharesight release notes – October 2022
by Ben Clendon, Head of Product, Sharesight | Nov 7th 2022
In October our key priority continued to be our UX and brand updates. Last week we pushed a major update to our colours and as I write this we are in the process of launching our new look. You can find out more about this exciting endeavour here.
UX / Usability improvements
- Introduced a new colour scheme that impacts every page in the product.
- Improved the loading time of the Dashboard view for professional users, specifically staff, by up to 85% in some cases.
- Introduced the third tranche of a revamped payouts table and form, this time extending our new payouts in New Zealand portfolios from our Investor and Expert users only, to all users.
New Functionality / Enhancements
- Introduced the ability to identify all portfolios that contain a specific holding. This is particularly useful for our professional users with many portfolios.
- Added support for the Bucharest (BVB) and Indonesia (IDX) stock exchanges.
- Introduced a new Resident Withholding Tax (RWT) field on all foreign payouts in New Zealand portfolios. Capturing this value is particularly useful when your investments are held through custodial arrangements.
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.