Blog | Product updates
Sharesight release notes – July 2023
by Ben Clendon, Head of Product, Sharesight | Aug 2nd 2023
Our focus this month has been on an entirely new report, which I will talk more about in the next month or so. In addition to this, we continued to expand our market support and improve our custom investments feature set in preparation for our expansion into multi-asset class support.
New functionality / Enhancements
- Introduced support for the Philippine Stock Exchange (PHS)
- Introduced a new coupon rates screen to the custom investment feature set found under the accounts menu
- Added cryptocurrency Kusama (KSM)
- Introduced our revamped sold securities report which delivers a better mobile experience and no longer times out in large portfolios.
Broker import functionality
- Added Ausiex CSV support.
FURTHER READING
Investing tips
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.
Investing tips
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.
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.