Blog

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.

Feb updates

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

Financial system

Future focus: The perils of the new financial system

by Shani Jayamanne | Mar 7th 2026

This International Women’s Day, Shani explores the risks of the new financial system, and how they mirror those of the established system.

Investor confidence

Why investors are more informed, yet less confident than ever

by Stephanie Stefanovic | Feb 19th 2026

More information doesn't always mean more confidence. Learn what's driving the client engagement gap and how advisers can close it.

Sharesight product updates February 2026

Sharesight product updates – February 2026

by Milly Brent, Business Analyst at Sharesight | Feb 11th 2026

This month's key focus was on the rollout of the new Investments tab to all users, along with various enhancements across web and mobile.