Sharesight product updates – December 2025

We are capping off a busy year with the launch of several significant new features and enhancements this month. These include the new tasks tab for efficient, centralised management of automatic trades and dividends and an improved overview released to our beta users. We’re also in the process of adding 20,000+ bonds listed on the London Stock Exchange, with the process set to be completed in the next several days.

The new Tasks tab, which has rolled out to all users today (released to beta last week), provides a single, centralised location to manage all automatically generated unconfirmed dividends, reinvestments, trades and adjustments. Based on customer feedback and usage data, we know confirming dividends across multiple holdings has previously been time-consuming. This new feature allows you to review and confirm all outstanding transactions across all your holdings at once, saving you significant time and clicks!

Today, we have also launched an updated and improved Overview page to our beta users. It retains all the features you rely on while introducing a number of customer-requested enhancements:

• Revamped date range filter: Offers more preset options and customisable date range selections.
• More graph options: Includes the popular treemaps (previously on the performance report) and a new, unstacked version of the growth graph.
• Customisable columns: Select and view only the columns most relevant to your needs.

We've also applied design tweaks and added logos for a fresher, clearer, and more modern look and layout. We hope to roll the new Overview out to all customers before Christmas.

New functionality / enhancements

• 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

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

FURTHER READING

• Sharesight product updates - November 2025
• Sharesight product updates - October 2025
• Sharesight product updates - September 2025