Blog

Sharesight release notes – April 2023

by Ben Clendon, Head of Product, Sharesight | May 9th 2023

In April we rolled out the new-look diversity report to our beta users on the Investor, Expert and Professional plans. We will introduce this renewed report to the rest of our Investor and Expert users in the coming weeks.

As I touched on last month, 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.

Release notes-April23

New functionality / Enhancements

  • We released our revamped diversity report.

  • We introduced a new staff permission for our Professional users to allow for specific authorisation around the management of account level custom investments. We will continue to streamline our custom investment feature set as we expand beyond our core focus on share market investments into alternatives, property and the like.

  • We introduced support for 28,000 Irish investment funds.

UX / Usability improvements

  • We’ve streamlined aspects of our Macquarie cash account feature, specifically around the addition and deletion of new Macquarie connections.

  • We’ve improved the way we refer to NZ bonds to make them easier to discover and reference when on the overview, holdings, trade and payout forms.

  • We have completed the rollout of our new payouts functionality with support for payouts synced to Xero and other edge cases.

FURTHER READING

Morningstar FY25 analysis

Morningstar analyses Australian investors' top trades of FY25

by Shani Jayamanne | Jul 1st 2025

In this article, Morningstar reviews the key events of FY25 and shares three stocks their analysts are watching closely.

SIAA Conference

Key takeaways from SIAA 2025: Trends, insights & industry highlights

by Stephanie Stefanovic | Jun 30th 2025

We summarise the key takeaways from the 2025 SIAA conference in Sydney, covering industry insights, market trends and the future of financial advice.

Data protection

5 ways Sharesight keeps your data safe

by Ben Clendon | Jun 22nd 2025

Here at Sharesight, we maintain constant vigilance around cyber security. In this blog, we discuss five ways Sharesight keeps your data safe.