Sharesight release notes – October 2022

In October our key priority continued to be our UX and brand updates. Last week we pushed a major update to our colours and as I write this we are in the process of launching our new look. You can find out more about this exciting endeavour here.

UX / Usability improvements

• Introduced a new colour scheme that impacts every page in the product.

• Improved the loading time of the Dashboard view for professional users, specifically staff, by up to 85% in some cases.

• Introduced the third tranche of a revamped payouts table and form, this time extending our new payouts in New Zealand portfolios from our Investor and Expert users only, to all users.

New Functionality / Enhancements

• Introduced the ability to identify all portfolios that contain a specific holding. This is particularly useful for our professional users with many portfolios.

• Added support for the Bucharest (BVB) and Indonesia (IDX) stock exchanges.

• Introduced a new Resident Withholding Tax (RWT) field on all foreign payouts in New Zealand portfolios. Capturing this value is particularly useful when your investments are held through custodial arrangements.

FURTHER READING

• Sharesight release notes - September 2022

• Sharesight release notes - August 2022

• Sharesight release notes - July 2022