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 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.

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

• Sharesight product updates - January 2025
• Sharesight product updates - December 2024
• Sharesight product updates - November 2024