Blog

Sharesight release notes – June 2022

by Ben Clendon, Head of Product, Sharesight | Jul 14th 2022

In June, our main focus was on making improvements to UX and usability, along with several updates relevant for Australian tax reporting.

June Release notes (1)

UX / Usability improvements

  • Upgraded our branded logos and introduced a new banner colour for all users

  • Consolidated our button colours to align with our brand moving forward

  • Upgraded our Interactive Broker CSV and integration screens

  • Upgraded our Saxo Markets integration screen

  • Expanded our new breadcrumbs navigation to include the transactions log, holding page and four reports

New functionality / Enhancements

  • Improved our handling of Australian managed fund payouts for more accurate treatment at tax time

  • Introduced a warning icon on the Australian taxable income report for payouts from ETF or managed fund sources that do not have complete end of year tax components

  • Increased custom groups from 7 to 12 for Sharesight Pro

  • Added support for the Athens Stock Exchange

FURTHER READING

Balanced share portfolio

How to create a balanced share portfolio

by Stephanie Stefanovic | Feb 14th 2025

Discover what makes a balanced share portfolio, how different asset classes contribute to stability and growth, and the pros and cons of each investment type.

Feb updates

Sharesight product updates – February 2025

by Ben Clendon | Feb 5th 2025

This month, we focused on reports, launching the new drawdown risk report and improving the contribution analysis and historical cost reports.

Multi-asset

Why Sharesight is the best multi-asset portfolio tracker

by Stephanie Stefanovic | Jan 31st 2025

We explore how Sharesight helps you stay on top of your portfolio, optimise your performance and set yourself up for a successful year of investing.