Sharesight release notes – January 2023
In January, our main focus was on improving the overall architecture of the application to deliver reports in a timely fashion. Starting with the diversity report, we will be posting some positive changes in the way our reports are delivered, which will continue to be a priority over the next couple of months.
The rest of the month was spent addressing technical debt associated with some of the feature work we delivered in 2022.
UX / Usability improvements
- Added pagination to the holdings page news feed to improve the holdings page user experience on mobile devices.
FURTHER READING
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.
Save time and money by sharing your portfolio with your accountant
It's easy to save time and money at tax time by sharing access to your Sharesight portfolio with your accountant. Keep reading to learn more.