Blog

Sharesight release notes – October 2022

by Ben Clendon, Head of Product, Sharesight | Nov 7th 2022

In October our key priority continued to be our UX and brand updates. Last week we pushed a major update to our colours and as I write this we are in the process of launching our new look. You can find out more about this exciting endeavour here.

Release notes-October

UX / Usability improvements

  • Introduced a new colour scheme that impacts every page in the product.

  • Improved the loading time of the Dashboard view for professional users, specifically staff, by up to 85% in some cases.

  • Introduced the third tranche of a revamped payouts table and form, this time extending our new payouts in New Zealand portfolios from our Investor and Expert users only, to all users.

New Functionality / Enhancements

  • Introduced the ability to identify all portfolios that contain a specific holding. This is particularly useful for our professional users with many portfolios.

  • Added support for the Bucharest (BVB) and Indonesia (IDX) stock exchanges.

  • Introduced a new Resident Withholding Tax (RWT) field on all foreign payouts in New Zealand portfolios. Capturing this value is particularly useful when your investments are held through custodial arrangements.

FURTHER READING

Custom groups

8 ways to use Sharesight's custom groups feature

by Ricky Yeo | Apr 23rd 2025

This blog explains our custom groups feature, including strategies that can help you gain deeper portfolio insights and make more informed investing decisions.

Timing the market with ETFs

You can time the market – and ETFs are the way to do it

by Marcus Padley | Apr 15th 2025

Marcus Today founder and director Marcus Padley discusses timing the market, and how investors can do this using exchange-traded funds (ETFs).

Morningstar analysis Q1 2025

Morningstar analyses Australian investors’ top trades: Q1 2025

by Mark LaMonica, Morningstar Director of Personal Finance | Apr 9th 2025

Morningstar reviews the top 20 trades by Australian Sharesight users in Q1 2025, and reveals where their analysts see potential opportunities.