Every feature Sharesight released in 2025

2025 was an important year at Sharesight, marked by major releases that enhanced investors’ portfolio tracking experience. While there were many new features and platform improvements, a few standouts include the launch of our mobile companion app — giving investors an easy way to check their portfolios and watchlist on the go — and major upgrades to the future income report, which now surfaces paid, pending, upcoming and forecasted dividends in one place. We also introduced an income calendar to give investors a clear, intuitive view of their cashflow, released the exposure report to help investors see inside their ETFs, and achieved SOC 2 Type 2 certification — a key milestone in strengthening security and trust.

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 2025.

New functionality/enhancements

January

• Introduced benchmarking to our new drawdown risk report.
• Released the new drawdown risk report to our investor plan (beta) customers.
• Introduced a portfolio average indicator to the drawdown risk report chart.
• Added both PDF and XLXS download functions onto the drawdown risk report.
• Introduced the ability to search for cash accounts within the holding search dropdown.
• Rolled out the final changes required before the full launch of the drawdown risk report.

February

• Introduced the drawdown risk report to all customers on the standard, premium and business plans.
• Migrated our contribution analysis report onto new architecture. This upgrade removes all timeouts, introduces a percentage toggle to the table and chart and allows for the use of labels on this report.
• The holding column on the historical cost report now remains visible upon scrolling across the report when viewed on a desktop, laptop or a tablet.

March

• Introduced a trade source field on the Trade form. This field is pre-populated with the original source of the trade and can also be manually updated.
• Introduced the ability to search for cash accounts within a portfolio, in addition to regular holdings.
• Some small UX additions, such as the new plans badge now appearing in the banner for a cohort of our users and small design updates for our login, signup and portfolio sharing screens.
• Expanded the drawdown risk report to include cryptocurrencies (we use euros as the basis for all maximum drawdown (MDD) calculations for cryptocurrencies).

April

• Introduced multi trade source mapping for manual cash accounts.
• Rolled out the initial revamped future income report, currently only available to a small group of users, but with access being given to more users in the next several weeks.
• Introduced Apple sign up and login function.
• Introduced the ability to assign brokers to specific cash accounts so trades sync accurately to their respective cash accounts.

May

• Released our new mobile application to both Apple and Google Play stores.
• Upgraded several cash account configuration options regarding the display of unpaid payouts (payouts after the ex date but before the paid date) for better visibility.
• Completed the rollout of the enhanced future income report to all investor, expert and business plan users. We will continue to address any feedback related to the new report over the coming weeks.
• Completed the rollout of the Apple sign up and login function.
• Introduced currency (FX) instruments to our drawdown risk report. Our drawdown for currencies uses the EUR as the comparison currency. For EUR.FX instruments, we use USD as the comparison.

June

• Achieved SOC 2 Type 1 security certification.
• Expanded our coverage of the underlying holdings of ETFs on the exposure report to all our European markets.
• Introduced an income graph to the future income report. This chart includes a scrollable window when a period is selected across more than 12 months.
• Updated the default view of the future income report by hiding several less important fields and ensuring that the Net Payment field displays by default. These changes have been made as a result of early feedback regarding the upgraded report.

July

• Introduced a new predictive future income function, displaying estimated dividend income up to three years into the future.
• Introduced the ability to sync trades to multiple cash accounts, depending on the origin of each payout.
• Introduced a Sharesight demo portfolio for all new users who signed up from 27 June onwards. This demo portfolio can be found under your portfolio list in the ‘shared with me’ section. You can run all reports using this demo portfolio to give you a taste of the more advanced functionality we now offer. If you’d like to have access to this demo portfolio and you signed up before this date, please reach out to support@sharesight.com.

August

• Rolled out the new predictive future income function, displaying estimated dividend income up to three years into the future to all Standard (previously called Investor), Premium (previously called Expert) and Business plan customers.
• Introduced the ability to customise the column order on the future income report which we will introduce to additional reports over time.
• Future income report export formats now match the table customisation on screen.
• Introduced the ability to reset to the default column selection in the future income report.
• Introduced a new ‘Real Estate’ investment type to our custom investment function, providing a more accurate option than the existing ‘Property Fund’ label for those wanting to track their personal property.
• Rolled out performance improvements to the value and line charts. On large portfolios you should see these charts load noticeably faster moving forward.
• Rolled out support for covered warrants & derivatives to all stock markets globally excluding the EURONEXT.
• Enabled the automatic calculation of interest payments for any listed fixed interest investments on the ASX and NZX. Previously this function had to be enabled manually per holding.

September

• Added support for gold, silver, platinum and palladium precious metals investments (with options for both grams and troy ounces).
• Achieved SOC 2 Type 2 security certification.
• Added more flexibility to the new future income report with a new toggle option to select whether or not to include estimated income.
• Added a new (optional) payment frequency column in the future income report.
• Added the option to include a benchmark in two of our API endpoints (v3 Get Portfolio Index Chart Data and v3 Show Performance Report).

October

• Added a calendar feature that shows past and future income.
• Significantly sped up the loading time for the Clients tab on the Portfolios dashboard for Sharesight business customers.
• Added logos to the drawdown risk report.

November

• Rolled out the new calendar feature to all Standard and Premium customers.
• Introduced a ‘Dividend insights’ pane to the holdings page that includes dividend yield, yield on cost, next payment date, next payment status and payment frequency.
• Improvements to our billing screens and upgrade paths.

December

• Began rolling out support for 20,000+ bonds listed on the London Stock Exchange.
• Added the new tasks tab — a single place to see and confirm all automatically generated dividends, reinvestments, trades and adjustments.
• Released to beta customers a revamped Overview page which includes more date filtering flexibility, more graph options, options to customise columns, the addition of logos and various other design improvements.
• Further enhanced the future income report (improved table formatting, improved handling of unexpectedly large estimates and provided better messaging when estimates aren’t available for certain holdings).
• Improved the speed of the contribution analysis report.

Broker import functionality

January

• Support for 13 broker trade confirmations.
• Support for five new broker trade files.
• Expanded file support for 11 existing brokers.

February

• Support for three new broker trade confirmations.
• Support for three new broker trade files.
• Expanded file support for one of our existing brokers.

March

• Support for three new broker trade confirmations.
• Expanded file support for eight existing brokers.
• Added broker tiles to the brokers page for an additional nine supported brokers, bringing the total count of supported brokers to 240.

April

• Support for two new broker trade files.
• Expanded file support for two existing brokers.

June

• Support for trade confirmations from an additional broker.

August

• Support for trade confirmations from an additional three brokers.
• Support for a new broker’s trade files.

September

• Added support for trade confirmations from an additional two brokers.
• Added support for four new broker’s trade files.
• Expanded file support for one existing broker.

October

• Added support for trade confirmations from three additional brokers.
• Added support for five new broker’s trade files.

December

• Added support for trade confirmations from one additional broker.
• Added support for six new brokers’ trade files.
• Added an integration for one new broker.

You can check the support for your broker here.

Let’s make 2026 our best year yet

A big thank you to all our loyal users and partners for joining us on our journey in 2025, 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 2026 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

• Track your portfolio on the go with the Sharesight app
• See what’s inside your ETFs with Sharesight’s exposure report
• Every feature Sharesight released in 2024