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
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.