Blog | Product updates
Sharesight release notes – September 2022
by Ben Clendon, Head of Product, Sharesight | Oct 10th 2022
In September our key priority continued to be our UX and brand updates with a particular focus on some visual changes due to be rolled out later in October.
UX / Usability improvements
- Introduced the second tranche of a revamped payouts table and form: dividends in NZ portfolios
- Introduced some UX styling tweaks such as the typeface change on our page headers
- Introduced a revamped onboarding screen, to align with our brand moving forward
- Improved the all trades report and holding page load time by 50% for users with Xero connections
Broker import functionality
- Introduced support for Stocktrade trade confirmations
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.