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Sharesight release notes – July 2023

August 2, 2023

This article originated from the Xero blog. The XU Hub is an independent news and media platform - for Xero users, by Xero users. Any content, imagery and associated links below are directly from Xero and not produced by the XU Hub.
You can find the original post here:
https://www.sharesight.com/blog/sharesight-release-notes-july-2023/

Our focus this month has been on an entirely new report, which I will talk more about in the next month or so. In addition to this, we continued to expand our market support and improve our custom investments feature set in preparation for our expansion into multi-asset class support.

New functionality / Enhancements

  • Introduced support for the Philippine Stock Exchange (PHS)
  • Introduced a new coupon rates screen to the custom investment feature set found under the accounts menu
  • Added cryptocurrency Kusama (KSM)
  • Introduced our revamped sold securities report which delivers a better mobile experience and no longer times out in large portfolios.

Broker import functionality

  • Added Ausiex CSV support.

Why leave it there?

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