Sharesight release notes – June 2022
In June, our main focus was on making improvements to UX and usability, along with several updates relevant for Australian tax reporting.
UX / Usability improvements
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Upgraded our branded logos and introduced a new banner colour for all users
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Consolidated our button colours to align with our brand moving forward
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Upgraded our Interactive Broker CSV and integration screens
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Upgraded our Saxo Markets integration screen
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Expanded our new breadcrumbs navigation to include the transactions log, holding page and four reports
New functionality / Enhancements
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Improved our handling of Australian managed fund payouts for more accurate treatment at tax time
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Introduced a warning icon on the Australian taxable income report for payouts from ETF or managed fund sources that do not have complete end of year tax components
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Increased custom groups from 7 to 12 for Sharesight Pro
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Added support for the Athens Stock Exchange
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.