Sharesight release notes – April 2022
Following strong demand from our UK user base, the key highlight for April was adding over 26,000 UK life and pension funds to our ever-expanding dataset of investments. We also released various UX and usability improvements as noted below.
UX / Usability improvements
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Extended breadcrumb navigation to the plans and payments pages
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Reimplemented the broker import and CSV upload pages, improved usability and added drag and drop functionality
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Various usability improvements for mobile devices
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Updated chart colours
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Updated styling on the criteria bar used across various reports
New Functionality / Enhancements
- Expanded UK mutual fund support to include the life and pension universe (over 26,000 funds)
Broker Import Functionality (Trade Confirmations)
- Added support for Halo Technologies (Australia)
Sharesight API
- Updated the introduction page for our API docs
FURTHER READING
Why Sharesight is the best multi-asset portfolio tracker
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.
Why tax time is so painful for family offices — and what to do about it
We discuss five reasons tax time hits family offices harder than it should, and what better infrastructure looks like in each case.
Sharesight product updates – July 2026
This month, we rolled out a new CGT breakdown schedule on the Australian CGT report, expanded cash reporting with multi-currency, per-broker accounts, and more.