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
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.