Sharesight product updates – August 2025
Over the last couple of days, we rolled out our new predictive future income function to all customers on the Standard, Premium and Business plans. In addition to the new estimation feature, we have also introduced several new functions to the future income report including the ability to customise the column order, the ability to reset to the default column selection and the ability to run exports using your chosen column selections.
In other areas, we have continued our performance improvement work with speed enhancements to the value and line charts as well as performance and stability improvements across our infrastructure generally.
New functionality / enhancements
- 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.
Broker import functionality
- Support for trade confirmations from an additional three brokers
- Support for a new broker’s trade files.
FURTHER READING
Your complete portfolio performance: Product updates, October 2026
This month we added cash account performance, Australian funds composition data, faster custom investment price imports, and upgraded several reports.
Same foundations, different convictions: how Australian men and women really invest
Sharesight data shows Australian men and women share the same core ETFs – but women lead on ethical investing and buy-and-hold, while men trade more actively.
What AI gets wrong about your clients’ portfolios
What ChatGPT and AI assistants miss when evaluating a real investment portfolio, and how advisers can respond. Acknowledge, verify, add context and document.