Blog

Sharesight release notes – June 2023

by Ben Clendon, Head of Product, Sharesight | Jul 5th 2023

We wrapped up work on our revamped diversity report in June and have now started applying this new framework to our other reports, starting with the sold securities report. This work sets the scene for an expansion in our reporting feature set that you will hear more about in the coming months.

In addition, we made a variety of improvements to our broker import functionality as well as design and functionality improvements as a result of legislative changes.

Sharesight release notes June 2023

New functionality / Enhancements

  • Expanded access to our manual cash accounts feature to those on the Starter plan

  • Introduced the ability to see a single summarised row of a stock when viewing the diversity report in a consolidated portfolio where that stock is present in two or more portfolios

  • Revamped the UX for re-running diversity report requests to ensure a smoother user experience

  • Added country and income type for each foreign payout to the New Zealand taxable income report (both on screen and on the xlsx downloads) to accommodate changes in New Zealand tax return reporting obligations

  • We have expanded the performance optimisations we introduced last month to our capital gains tax (CGT) calculations, drastically reducing timeouts on our unrealised CGT and CGT reporting in Australian portfolios.

Broker import functionality

  • Added support for Freetrade transaction history imports via csv

  • Expanded our National Bank of Canada transaction history import to include both French and English versions.

UX / Useability Improvements

  • Introduced new branded designs for a number of our error pages, continuing our work to produce a consistent ‘on brand’ feel to all our products.

FURTHER READING

Top 20 global trades Dec24

Sharesight users' top trades – December 2024

by Stephanie Stefanovic | Dec 20th 2024

Welcome to the December 2024 edition of Sharesight’s monthly trading snapshot, where we look at the top buy and sell trades by Sharesight users over the month.

2024 Top 20 NZ trades

Top trades by New Zealand Sharesight users in 2024

by Stephanie Stefanovic | Dec 19th 2024

Welcome to the 2024 edition of our New Zealand trading snapshot, where we dive into this year’s top trades by Sharesight users.

2024 Top 20 Global trades

Top trades by global Sharesight users in 2024

by Stephanie Stefanovic | Dec 18th 2024

Welcome to the 2024 edition of our global trading snapshot, where we dive into this year’s top trades by Sharesight users around the world.