Sharesight product updates – February 2025
Our focus over the past month has all been reports-related, with the roll out of our new drawdown risk report to all users on the investor, expert and business plans, the release of a revamped contribution analysis report and further improvements to the historical cost report.
New functionality / enhancements
- Introduced the drawdown risk report to all customers on the investor, expert 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.
Broker import functionality
- Support for three new broker trade confirmations
- Support for three new broker trade files
- Expanded file support for one of our existing brokers.
You can check the support for your broker here.
FURTHER READING
How SMSF trustees can get EOFY-ready
In this article, we discuss how Sharesight saves SMSF trustees time and money at tax time, and how trustees can get EOFY-ready with Sharesight.
Sharesight product updates – June 2025
This month's focus was on earning SOC 2 Type 1 certification, expanding exposure reporting to European markets and improving the future income report.
Record-keeping requirements for Australian investors
Find out which records the ATO requires Australian investors to keep, and how to stay on top of your investment portfolio record-keeping with Sharesight.