Sharesight release notes – September 2022
In September our key priority continued to be our UX and brand updates with a particular focus on some visual changes due to be rolled out later in October.
UX / Usability improvements
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Introduced the second tranche of a revamped payouts table and form: dividends in NZ portfolios
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Introduced some UX styling tweaks such as the typeface change on our page headers
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Introduced a revamped onboarding screen, to align with our brand moving forward
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Improved the all trades report and holding page load time by 50% for users with Xero connections
Broker import functionality
- Introduced support for Stocktrade trade confirmations
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.