Sharesight release notes – April 2022
Following strong demand from our UK user base, the key highlight for April was adding over 26,000 UK life and pension funds to our ever-expanding dataset of investments. We also released various UX and usability improvements as noted below.
UX / Usability improvements
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Extended breadcrumb navigation to the plans and payments pages
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Reimplemented the broker import and CSV upload pages, improved usability and added drag and drop functionality
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Various usability improvements for mobile devices
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Updated chart colours
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Updated styling on the criteria bar used across various reports
New Functionality / Enhancements
- Expanded UK mutual fund support to include the life and pension universe (over 26,000 funds)
Broker Import Functionality (Trade Confirmations)
- Added support for Halo Technologies (Australia)
Sharesight API
- Updated the introduction page for our API docs
FURTHER READING
An unexpected cost of running an SMSF
This article covers the journey of new SMSF owners — the unexpected costs, surprises, and the tools they rely on to streamline their SMSF management.
How to create a multi-generational wealth plan
We explore key approaches to developing a strong multi-generational wealth plan, including education, legacy planning and family governance structures.
Sharesight product updates – November 2024
This month's focus has primarily been on our new drawdown risk report (currently in beta), along with UI/UX enhancements and expanded broker support.