Every feature Sharesight released in 2024

2024 was a busy year here at Sharesight. We continued to focus on refining our product, adding new features and making it easier than ever for investors to get the information they need to make smarter decisions. Key updates include the introduction of our new and improved holdings page, support for 29 new cryptocurrencies, and the release of our most complex and advanced report yet, the drawdown risk report, to our expert and business plan beta users.

Not every new Sharesight feature gets its own blog post, but all updates are covered in our monthly product updates. In case you have missed any of these updates, here is a list of every new feature and upgrade released by Sharesight in 2024.

New functionality/enhancements

January

• Introduced a small UX improvement on the Australian taxable income report’s tax components form, streamlining confirmation of tax components following the annual update from fund providers
• We’ve improved our handling of underlying holdings on the new exposure report, making this report useful for a wider set of ETFs.

February

• Introduced some additional functionality to our new (beta) holdings page, including:
  • Linking through to bulk confirmations for a holding
  • New styling and badges on the trades and income section
  • Added DRP configuration to the edit holding section
  • Plus a number of other small changes as we close in on the end of this redesign and technology upgrade to the holdings page.
• Addressed some usability issues by increasing our default 13px font to 14px across the entire product
• Added support for exposure report PDF and XLSX downloads
• Added a badge to the residual ETF section of the exposure report indicating the number of holdings that make up the residual, where that number is greater than 20 investments.

March

• Added support for 1,974 exchange-traded commodities. An example listing is IBIT.NASDAQ - iShares Bitcoin Trust
• Migrated our CSV import functionality onto a new architecture which removes most timeouts from large trade file imports. Initially the max number of trades will be 1,000 per trade file, but this will be expanded in the coming weeks up to 5,000 trades
• Migrated our performance report onto new architecture, removing timeouts from this report. After feedback following the initial release, we will continue to support the previous xlsx download structure as well as our new format. Performance report PDFs now download immediately
• We now display the two-factor authentication status of staff users to our professional users on the staff dashboard
• We’ve introduced an asset classification section to our new holdings (beta) page
• We have introduced country and income type (dividend or interest) fields to the foreign income section on all taxable income reports. Previously these columns displayed on the New Zealand taxable income report only.

April

• Upgraded our infrastructure to bring stability and consistent load times to our new reporting framework, improving the performance of our diversity report, sold securities report, exposure report and performance report
• Introduced the new holdings page to all users and set the new holdings page as our default for beta customers. Within the next few weeks all customers will see the new holdings page by default
• Introduced a tree map graphic to the performance report; useful for providing a quick visual summary of your performance gains across open positions, weighted by holding value
• Added support for an additional nine cryptocurrencies.

May

• Enhanced our trade file upload functionality with a new and improved column mapping screen and logic to streamline the process for getting large trade files into Sharesight
• Introduced the ability to search for instruments using an ISIN, particularly relevant for our European customers.

June

• Increased the maximum allowable decimal places on the unit/share price and cost base fields from 6 to 10 and the market price field (used on opening balances) from 4 to 10 decimal places, helping to improve the accuracy of trade creation
• Migrated the historical cost report onto our new reporting architecture, removing timeouts from this report. Work is ongoing to improve the table format of this updated report
• We now display the new holdings page to all users by default, rather than just to beta users. Users will continue to have access to the old holdings page while we tie up the remaining loose ends on this development
• Introduced benchmarking to the performance report, including a benchmark chart that provides a quick visual as to whether a holding or group of holdings has out-performed or under-performed the benchmark.

July

• We now offer payments via AMEX in Britain and the European Union
• We have switched our billing in European countries from USD to EUR, removing exchange rate conversion fees for our European customers
• Expanded support to another nine cryptocurrencies, including ONDO, PYTH, PRO, PEPE, SUI, ZRX, OXT, OMG and MEW
• Improved the functionality on our API transaction history logs, primarily to benefit our partners API developers
• Rolled out the new holdings page to consolidated views.

August

• We now accept trades with brokerage fees in any currency
• We now send a notification to Interactive Brokers customers when their web service integration credentials have expired, providing instructions on how to renew
• We now allow for columns to be added or removed from the following reports: performance, diversity, exposure, sold securities and historical cost
• Added support for the Deutsche Börse Xetra (XETR) stock exchange
• Added support for the CBOE Australia (CXA) stock exchange.

September

• We streamlined our broker pages to include steps for importing generic trade file uploads where we do not have a custom file support for a given broker
• We introduced a new ‘target price’ field onto the holdings page, allowing customers to set a target price for an investment
• We rolled out an optimisation to the trade form instrument search, making searching for an instrument a much easier experience
• We introduced an export selection screen, allowing for configurable downloads for the performance, sold securities, diversity, exposure and historical cost reports.

October

• Introduced a ‘Quick Start’ guide for new retail users
• Revamped our help page
• Introduced a new modal for adding your investments, setting the scene for an expansion in support across additional asset classes.

November

• Optimised our instrument search results when searching on instrument names, not just on symbols
• Added support for another 11 cryptocurrencies including FUN, GMTT, HOT, IOTX, ONE, OSMO, SLP, SXP, HEX, PLS and POLYX
• Modernised our Log in and Sign up pages
• Rolled out our new drawdown risk report to expert and business customers on our beta program.

December

• Performance improvements across all page loads and some reporting functions
• Rolled out an upgrade of our generic trade file importer by introducing a stepper format to this import tool with the aim of streamlining the trade import process
• Expanded the exposure report to account for ‘negative’ positions, relevant for ETFs such as GEAR.ASX and GGUS.ASX
• Expanded the exposure report to include the underlying holdings of additional ETFs, in particular NZ Smartshares
• Introduced several new onboarding screens for new users
• Introduced logos for custom investments
• Added new tooltips and additional periods (since 2020 and since 2022) to our new (beta) drawdown risk report.

Broker import functionality

• Added support for 7 brokers via Snaptrade
• Added support for 30 brokers’ CSV trade files
• Added support for 24 brokers’ trade confirmations
• Added support for 1 broker’s XLSX files
• Added additional file support for 38 brokers
• Added multi-language support for 3 brokers.

For more details on our support for your broker(s), including detailed instructions on how to import your trades to Sharesight, please visit our Brokers & Apps page.

Let’s make 2024 our best year yet

A big thank you to all our loyal users and partners for joining us on our journey in 2024, where we made it our mission to refine our product and introduce new features based on your feedback. We have some exciting new features planned for 2025 and we look forward to sharing them with you, so watch this space!

If you’re not using Sharesight yet, what are you waiting for? Sign up for a free account to start tracking your investment performance today.

FURTHER READING

• Calculate portfolio risk with Sharesight's risk reporting tool
• Track Bitcoin and other cryptocurrencies with Sharesight
• Every feature Sharesight released in 2023