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 – March 2026
This month’s focus was on streamlined navigation, new Tax and Tools tabs, a refined Investments tab, and improved visibility for Xero transaction syncing.
Why share registries aren't enough
Learn why share registries like Computershare and MUFG are vital for dividends and records, but why they aren't a substitute for a dedicated portfolio tracker.
Top trades by New Zealand Sharesight users — February 2026
Welcome to the February 2026 edition of Sharesight’s monthly trading snapshot, where we look at the top 20 trades made by New Zealand Sharesight users.