Skip between shares quickly
We have now added a 'Next Share' button to all of the Share Details pages. Click 'next' to skip to the next share in your portfolio, or click the drop-down icon and select a share from the list to jump directly to the appropriate Share Details page. This makes it much faster and easier to navigate between each of the Share Details pages in a portfolio.
FURTHER READING
See what’s inside your ETFs with Sharesight’s exposure report
See inside your ETFs and get the full picture of your investment portfolio's composition with Sharesight's exposure report.
How KmacD Financial streamlines reporting and saves time with Sharesight
We talk to financial planning firm KmacD Financial about how the Sharesight-AdviserLogic integration helps them save time and streamline client reporting.
Sharesight product updates – November 2023
The focus over the past month has been on implementing additional feature ideas relating to our new (beta) exposure report.