Changes made in Sharesight

In order to preserve the promise of transparency and open communication, the change log records changes to topics made by both customers and employees. Anyone can dispute a change by clicking the "Dispute" link and entering additional details.


  • May 16, 2017 06:30
    Emma - Customer Support
    Reason: The issue was solved.
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  • May 16, 2017 06:19
    Emma - Customer Support Dispute this change
  • May 16, 2017 06:07
    Emma - Customer Support
    Reason: The issue was solved with the client directly.
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  • May 16, 2017 06:07
    Emma - Customer Support
    Reason: The issue was communicated with the client directly.
    Dispute this change
  • May 16, 2017 06:06
    Emma - Customer Support
    Reason: The issue has been resolved directly with the client.
    Dispute this change
  • May 16, 2017 05:51
    Emma - Customer Support
    Reason: The issue has been resolved.
    Dispute this change
  • May 12, 2017 03:24
    Emma - Customer Support Dispute this change
  • May 08, 2017 00:59
    Emma - Customer Support
    Reason: Hi James, I am archiving your message as it contains your private information. I have sent you a direct email with instructions to cancel you account. Have a wonderful day! Cheers, Emma
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  • May 04, 2017 01:47
    Emma - Customer Support
    Changed reply in topic of Upgrade to Expert from Investor by Emma - Customer Support to Hi David,<br /><br />Thanks for your response. To receive this invoice you'll need to upgrade to Expert plan our system will the automatically send you a pro rata invoice, David. To do so go to Account Settings &gt; Plans &amp; Billings &gt; Upgrade to Expert.<br /><br />Have a lovely day and please find below a little information on what new features you unlock once you're on the Expert plan!<br /><br />1. Contribution Analysis report:&nbsp;<a href="https://help.sharesight.com/au/contribution-analysis-report/" rel="nofollow" target="_blank" title="Link https//helpsharesightcom/au/contribution-analysis-report/">https://help.sharesight.com/au/contribution-analysis-report/</a><br />2. You get 4 instead of 3 portfolios.<br /><br />Cheers,<br /><br />Emma.
  • April 26, 2017 01:52
    Angela Thompson
    Changed reply in topic of Using Xero to record dividends in multiple bank accounts by Scott Ryburn to Hi Michael,<br /><br />Great question. Currently this depends on the Xero version that you are using:<br /><br />If you are using <a href="https://www.sharesight.com/xero/" rel="nofollow">Xero Cashbook</a>, the transactions must be created specifically against an individual bank account and therefore it is not possible to have different transactions that can be reconciled to different bank accounts.<br /><br />For all other Xero versions (eg Starter, Standard, Premium) the transactions can be sent as invoices which are not tied to a bank account and are therefore available to be reconciled against any bank account within your Xero Organisation..
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  • April 20, 2017 06:59
    Angela Thompson
    Changed reply in topic of Google sign in on iOS app by Ben Clendon to Hi Tim,<br /><br />We have just released the <a href="https://www.sharesight.com/blog/sharesight-mobile-app--april-2017-update/" rel="nofollow">new version of the mobile app</a> which includes among other things sign in via Google.To use this feature, just ensure that your Sharesight email address matches your google email address to avoid creating a new Sharesight account.Thanks for your patience waiting on this feature!<br /><br />Regards<br />Ben.
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  • April 20, 2017 06:58
    Angela Thompson
    Changed reply in topic of Google sign in on iOS app by Ben Clendon to Hi Tim,We have just released the new version of the mobile app which includes among other things sign in via google.To use this feature, just ensure that your Sharesight email address matches your google email address to avoid creating a new Sharesight account.Thanks for your patience waiting on this feature!RegardsBen.
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  • April 20, 2017 06:57
    Angela Thompson
    Changed reply in topic of Sharesight Apple/Android Mobile App by Ben Clendon to Hi All,<br /><br />We have just released the <a href="https://www.sharesight.com/blog/sharesight-mobile-app--april-2017-update/" rel="nofollow">next version of the Sharesight mobile app</a> to the <a href="https://itunes.apple.com/nz/app/sharesight-reader/id1147841214?mt=8" rel="nofollow" target="_blank" title="Link https//itunesapplecom/nz/app/sharesight-reader/id1147841214mt8">Apple store</a> and <a href="https://play.google.com/store/apps/details?id=com.sharesight.reader&amp;hl=en" rel="nofollow" target="_blank" title="Link https//playgooglecom/store/apps/detailsidcomsharesightreaderhlen">Google play</a>.<br /><br />This new release includes:<br /><ol><li>Sign-in via Google (to use this feature, first ensure that your Sharesight email address matches your google email address)</li><li><a href="https://www.sharesight.com/blog/introducing-20-minute-delayed-pricing-for-asx-holdings/" rel="nofollow" target="_blank" title="Link https//wwwsharesightcom/blog/introducing-20-minute-delayed-pricing-for-asx-holdings/">20 minute delayed pricing for the NZX and ASX</a></li><li>Numerous styling tweaks to accommodate smaller screen sizes such as the iPhone 5</li><li>Various bug fixes</li></ol>Regards<br />Ben.
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  • April 20, 2017 06:56
    Angela Thompson
    Changed reply in topic of Sharesight Apple/Android Mobile App by Ben Clendon to Hi All,<br /><br />We have just released the <a href="https://www.sharesight.com/blog/sharesight-mobile-app--april-2017-update/" rel="nofollow">next version of the </a><a href="https://www.sharesight.com/blog/sharesight-mobile-app--april-2017-update/" rel="nofollow" target="_blank" title="Link https//wwwsharesightcom/blog/introducing-the-sharesight-mobile-app/">Sharesight mobile app</a> to the <a href="https://itunes.apple.com/nz/app/sharesight-reader/id1147841214?mt=8" rel="nofollow" target="_blank" title="Link: https://itunes.apple.com/nz/app/sharesight-reader/id1147841214?mt=8">Apple store</a> and <a href="https://play.google.com/store/apps/details?id=com.sharesight.reader&amp;hl=en" rel="nofollow" target="_blank" title="Link https//playgooglecom/store/apps/detailsidcomsharesightreaderhlen">Google play</a>.<br /><br />This new release includes:<br /><ol><li>Sign-in via Google (to use this feature, first ensure that your Sharesight email address matches your google email address)</li><li><a href="https://www.sharesight.com/blog/introducing-20-minute-delayed-pricing-for-asx-holdings/" rel="nofollow" target="_blank" title="Link https//wwwsharesightcom/blog/introducing-20-minute-delayed-pricing-for-asx-holdings/">20 minute delayed pricing for the NZX and ASX</a></li><li>Numerous styling tweaks to accommodate smaller screen sizes such as the iPhone 5</li><li>Various bug fixes</li></ol>Regards<br />Ben.
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  • April 20, 2017 00:25
    Angela Thompson
    Changed reply in topic of Sharesight Apple/Android Mobile App by Ben Clendon to Hi All,<br /><br />We have just released the next version of the <a href="https://www.sharesight.com/blog/introducing-the-sharesight-mobile-app/" rel="nofollow" target="_blank" title="Link https//wwwsharesightcom/blog/introducing-the-sharesight-mobile-app/">Sharesight mobile app</a> to the <a href="https://itunes.apple.com/nz/app/sharesight-reader/id1147841214?mt=8" rel="nofollow" target="_blank">Apple store</a> and <a href="https://play.google.com/store/apps/details?id=com.sharesight.reader&amp;hl=en" rel="nofollow" target="_blank" title="Link https//playgooglecom/store/apps/detailsidcomsharesightreaderhlen">Google play</a>.<br /><br />This new release includes:<br /><ol><li>Sign-in via Google (to use this feature, first ensure that your Sharesight email address matches your google email address)</li><li><a href="https://www.sharesight.com/blog/introducing-20-minute-delayed-pricing-for-asx-holdings/" rel="nofollow" target="_blank" title="Link https//wwwsharesightcom/blog/introducing-20-minute-delayed-pricing-for-asx-holdings/">20 minute delayed pricing for the NZX and ASX</a></li><li>Numerous styling tweaks to accommodate smaller screen sizes such as the iPhone 5</li><li>Various bug fixes</li></ol>Regards<br />Ben.
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  • April 20, 2017 00:24
    Angela Thompson
    Changed reply in topic of Sharesight Apple/Android Mobile App by Ben Clendon to Hi All,<br /><br />We have just the next version of the <a href="https://www.sharesight.com/blog/introducing-the-sharesight-mobile-app/" rel="nofollow" title="Link: https://www.sharesight.com/blog/introducing-the-sharesight-mobile-app/">Sharesight mobile app</a> to the <a href="https://itunes.apple.com/nz/app/sharesight-reader/id1147841214?mt=8" rel="nofollow">Apple store</a> and <a href="https://play.google.com/store/apps/details?id=com.sharesight.reader&amp;hl=en" rel="nofollow" title="Link: https://play.google.com/store/apps/details?id=com.sharesight.reader&amp;hl=en">Google play</a>.<br /><br />This new release includes:<br /><ol><li>Sign-in via Google (to use this feature, first ensure that your Sharesight email address matches your google email address)</li><li><a href="https://www.sharesight.com/blog/introducing-20-minute-delayed-pricing-for-asx-holdings/" rel="nofollow" title="Link: https://www.sharesight.com/blog/introducing-20-minute-delayed-pricing-for-asx-holdings/">20 minute delayed pricing for the NZX and ASX</a></li><li>Numerous styling tweaks to accommodate smaller screen sizes such as the iPhone 5</li><li>Various bug fixes</li></ol>Regards<br />Ben.
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  • April 20, 2017 00:23
    Angela Thompson
    Changed reply in topic of Sharesight Apple/Android Mobile App by Ben Clendon to Hi All,<br /><br />We have just the next version of the &lt;a href="<a href="https://www.sharesight.com/blog/introducing-the-sharesight-mobile-app/" rel="nofollow" target="_blank" title="Link https//wwwsharesightcom/blog/introducing-the-sharesight-mobile-app/">https://www.sharesight.com/blog/introducing-the-sharesight-mobile-app/</a>"&gt;Sharesight mobile app&lt;/a&gt; to the Apple store and Google play.<br /><br />This new release includes:<br /><ol><li>Sign-in via Google (to use this feature, first ensure that your Sharesight email address matches your google email address)</li><li>&lt;a href="<a href="https://www.sharesight.com/blog/introducing-20-minute-delayed-pricing-for-asx-holdings/" rel="nofollow">https://www.sharesight.com/blog/introducing-20-minute-delayed-pricing-for-asx-holdings/</a>"&gt;20 minute delayed pricing for the NZX and ASX&lt;/a&gt;</li><li>Numerous styling tweaks to accommodate smaller screen sizes such as the iPhone 5</li><li>Various bug fixes</li></ol>Regards<br />Ben.
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  • April 19, 2017 03:31
    Emma - Customer Support Dispute this change
  • April 18, 2017 23:17
    Angela Thompson
    Changed title of This platform is incredible. Going forward I will solely utilise share sight to manage my investments. I cannot praise this product enough. by Brad Meyn to This platform is incredible. Going forward I will solely utilise Sharesight to manage my investments. I cannot praise this product enough..
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  • April 12, 2017 21:36
    Tim U., the poster:
    Reason: User-initiated delete from community
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