Sharesight release notes – March 2023

In March, our focus was on making a number of updates to enhance user experience, along with improvements to our broker support.

Our new-look diversity report did not quite make the cut this month as we tease out the remaining few issues. We are however very close to getting this effort across the line.

Apart from the refreshed look and feel of the diversity report, the real benefit of this re-architectured reporting function is that the report will no longer hit timeouts with larger portfolios. We intend to roll out this new approach to all fifteen of our reports, completely removing the long running issue of timeouts from our system.

In addition, this month we were heavily focused on rolling out a number of security improvements in our continuous effort to keep our product safe and secure.

New Functionality / Enhancements

• We’ve introduced support for importing historic E*Trade trades via CSV.

UX / Usability improvements

• We introduced the 5th tranche of the revamped payouts table and form, this time extending our new payouts to Australian portfolios and payouts synced to Xero. This release largely completes our work in this area. Our UX improvements focus is now shifting toward the holdings page which has a number of UX issues we’d like to address, including the user experience on mobile devices.

• We introduced a small animation to our account settings screen. You will likely see more of these animations introduced in the coming months. We are exploring ways to better inform users of progress with page loads and the introduction of this animation is really a test of the technology behind this new approach.

• We introduced several UX improvements to our white labelled solutions to improve the experience on mobile devices for these users, such as introducing mobile friendly logos for our branded products.

FURTHER READING

• Sharesight release notes - February 2023

• Sharesight release notes - January 2023

• Sharesight release notes - December 2022