Blog

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.

July release notes

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

2025 predictions

2025 market forecast: Navigating the post-rally world

by Stephanie Stefanovic | Jan 14th 2025

After a historic rally, investing experts warn of challenges ahead as AI evolves and politics reshape the US investment landscape.

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Challenging traditional approaches to portfolio construction

by Andrew Starke, Content Writer | Jan 13th 2025

Learn why the 60/40 portfolio model is being challenged and how financial advisors can adapt portfolio construction for today's changing investment landscape.

January 2025 product updates

Sharesight product updates – January 2025

by Ben Clendon | Jan 7th 2025

Key updates this month include final changes to our drawdown risk report before its full release, as well as expanded broker support.