Blog | Product updates
Sharesight product updates – February 2025
by Ben Clendon, Head of Product, Sharesight | Feb 5th 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
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We explain the difference between time and money-weighted returns, and why Sharesight uses the money-weighted method to track portfolio performance.
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by Stephanie Stefanovic | Sep 16th 2025
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