Sharesight release notes – July 2023
Our focus this month has been on an entirely new report, which I will talk more about in the next month or so. In addition to this, we continued to expand our market support and improve our custom investments feature set in preparation for our expansion into multi-asset class support.
New functionality / Enhancements
- Introduced support for the Philippine Stock Exchange (PHS)
- Introduced a new coupon rates screen to the custom investment feature set found under the accounts menu
- Added cryptocurrency Kusama (KSM)
- Introduced our revamped sold securities report which delivers a better mobile experience and no longer times out in large portfolios.
Broker import functionality
- Added Ausiex CSV support.
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.