Blog

Sharesight release notes – January 2022

by Scott Ryburn, CTO, Sharesight | Feb 14th 2022

The Sharesight dev team introduced a number of small improvements as we kicked off the new year, along with work behind the scenes on some ongoing projects.

Sharesight release notes January

New Functionality / Enhancements

Broker Import Functionality (Trade Confirmations)

  • Added support for Rothschild & Co (Switzerland)
  • Added support for InvestEngine (UK)

FURTHER READING

Cost of running an SMSF Patrick Poke

An unexpected cost of running an SMSF

by Patrick Poke, Founder of PLP Finance Media | Nov 14th 2024

This article covers the journey of new SMSF owners — the unexpected costs, surprises, and the tools they rely on to streamline their SMSF management.

Multi-generational wealth planning

How to create a multi-generational wealth plan

by Stephanie Stefanovic | Nov 12th 2024

We explore key approaches to developing a strong multi-generational wealth plan, including education, legacy planning and family governance structures.

November product updates

Sharesight product updates – November 2024

by Ben Clendon | Nov 10th 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.