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Sharesight release notes – August 2022

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

In August the key priority was our UX and brand updates, with a particular focus on streamlining our onboarding experience.

Sharesight August release notes

Updated our Xero connection functionality to now retain the Xero account mappings, even if a Xero connection to a portfolio is temporarily broken, to avoid having to re-key this information
Introduced a modernised mobile-friendly account preferences page for Sharesight Pro customers
Revamped our signup and login pages to align with our brand moving forward
Introduced the first tranche of a revamped payouts table and form: Fixed interest investments in NZ portfolios
Introduced some UX styling tweaks to ensure smooth page transitions
Completed our new breadcrumb navigation by rolling out the breadcrumb to the Sharesight Pro plans, billing, trade confirmations, cash account and Connect API pages
Introduced a revamped ‘trade confirmation’ section on our broker tiles, streamlining the process for setting up auto-forwarding of trade confirmation emails
Revamped our generic CSV importer screen to simplify the steps required to import trade data.

Introduced new ‘in this quarter’ and ‘last quarter’ period options on the overview on all relevant reports
Introduced a new cost base per share column into the all trades report XLSX and Google Drive downloads, relevant for opening balance and merge trades.

Added instructions to the Jarden Direct broker tile for connecting Jarden accounts to Sharesight
Expanded our support of Stake US trade files to include ASX listings
Introduced support for Qtrade trade confirmations
Expanded our trade confirmation support for Halo Technologies to include confirmations containing multiple trades
Revamped our Interactive Broker tile to simplify the steps required to import historical trades.