Sharesight release notes – May 2022
Following strong demand from our US user base, the key highlight for May was adding over 24,000 US mutual funds to our ever-expanding dataset of investments. We also released various UX and usability improvements as noted below.
UX / Usability improvements
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Migrated all Macquarie connections to our modernised mobile friendly connections screen
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Completed a major update of the annual tax components form for Australian ETFs and managed funds
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Made it easier to add cash accounts to empty portfolios
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Expanded our new breadcrumbs to additional screens and improved the functionality on both mobile and desktop while also adding a new home icon to all breadcrumbs
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Modernised the broker page for Marketech
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Completed an overhaul of the opening balance file import
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Introduced consistency across all report page headers
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Updated styling on the portfolio settings page
New Functionality / Enhancements
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Added support for over 24,000 US mutual funds
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Expanded benchmarking beyond ETFs, equities and managed funds to include essentially all instruments
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Added support for the Prague Stock Exchange
Broker Import Functionality (Trade Confirmations and CSV’s)
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Added support for Superhero trade imports via CSV
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Added support for Bell Potter trade imports via CSV
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Added support for Desktop Broker trade imports via CSV
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Added support for HSBC Australia trade imports via CSV
FURTHER READING
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