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
Your complete portfolio performance: Product updates, October 2026
This month we added cash account performance, Australian funds composition data, faster custom investment price imports, and upgraded several reports.
Same foundations, different convictions: how Australian men and women really invest
Sharesight data shows Australian men and women share the same core ETFs – but women lead on ethical investing and buy-and-hold, while men trade more actively.
What AI gets wrong about your clients’ portfolios
What ChatGPT and AI assistants miss when evaluating a real investment portfolio, and how advisers can respond. Acknowledge, verify, add context and document.