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
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.