Sharesight product updates – July 2025

I have two big ticket items to talk about this month. The first is we have all but completed work on a new predictive future income function. If you are on our beta program and on the Investor, Expert or one of our Business plans you will be able to access this new functionality later in the week via the future income report. Particularly useful for dividend investors, this new predictive function uses a Compound Annual Growth Rate (CAGR) formula based on the last five years of dividend history (or less depending on availability) to forecast up to three years into the future.

The other big rollout this month was in our cash accounts area with the ability to auto sync payouts from different brokers to different cash accounts. Previously we’ve only provided the limited ability for payouts to be synced to a single cash account. This new feature set allows you to set a ‘broker’ against a holding (under the holding settings tab) and the ability to choose between syncing trades only, payouts only or both trades and payouts to nominated ‘brokerage cash accounts’.

In addition, we’ve expanded on the ability to use cash accounts in different currencies from your portfolio currency to sync payouts to. This new complex feature set is designed for users who want to track brokerage accounts as part of their investment portfolio but who use multiple brokers for their investing.

New functionality / enhancements

• Introduced a new predictive future income function, displaying estimated dividend income up to three years into the future
• Introduced the ability to sync trades to multiple cash accounts, depending on the origin of each payout
• Introduced a Sharesight demo portfolio for all new users who signed up from 27 June onwards. This demo portfolio can be found under your portfolio list in the ‘shared with me’ section. You can run all reports using this demo portfolio to give you a taste of the more advanced functionality we now offer. If you’d like to have access to this demo portfolio and you signed up before this date, please reach out to support@sharesight.com

FURTHER READING

• Sharesight product updates - June 2025
• Sharesight product updates - May 2025
• Sharesight product updates - April 2025