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
See upcoming dividends and future income estimates with Sharesight
This article will discuss why it’s important to track your dividend income, and how you can do that with Sharesight’s future income report.
Sharesight product updates – August 2025
This month’s focus was on future income report updates, infrastructure upgrades, new support for warrants & derivatives, and expanded broker support.
Save time and money by sharing your portfolio with your accountant
It's easy to save time and money at tax time by sharing access to your Sharesight portfolio with your accountant. Keep reading to learn more.