Sharesight release notes – September 2022
In September our key priority continued to be our UX and brand updates with a particular focus on some visual changes due to be rolled out later in October.
UX / Usability improvements
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Introduced the second tranche of a revamped payouts table and form: dividends in NZ portfolios
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Introduced some UX styling tweaks such as the typeface change on our page headers
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Introduced a revamped onboarding screen, to align with our brand moving forward
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Improved the all trades report and holding page load time by 50% for users with Xero connections
Broker import functionality
- Introduced support for Stocktrade trade confirmations
FURTHER READING
An unexpected cost of running an SMSF
This article covers the journey of new SMSF owners — the unexpected costs, surprises, and the tools they rely on to streamline their SMSF management.
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We explore key approaches to developing a strong multi-generational wealth plan, including education, legacy planning and family governance structures.
Sharesight product updates – November 2024
This month's focus has primarily been on our new drawdown risk report (currently in beta), along with UI/UX enhancements and expanded broker support.