Sharesight product updates – March 2025
The bulk of our attention this month was spent on several exciting initiatives I’ll be able to discuss in more detail in our April update. Despite these projects drawing most of our focus, we made good progress with our ever expanding broker support, some UX improvements to our trade form, signup and login screens as well as introducing crypto to our new drawdown risk report.
New functionality / enhancements
- Introduced a trade source field on the Trade form. This field is pre-populated with the original source of the trade and can also be manually updated
- Introduced the ability to search for cash accounts within a portfolio, in addition to regular holdings
- Some small UX additions, such as the new plans badge now appearing in the banner for a cohort of our users and small design updates for our login, signup and portfolio sharing screens
- Expanded the Drawdown risk report to include cryptocurrencies (we use euros as the basis for all maximum drawdown (MDD) calculations for cryptocurrencies).
Broker import functionality
- Support for three new broker trade confirmations
- Expanded file support for eight existing brokers
- Added broker tiles to the brokers page for an additional nine supported brokers, bringing the total count of supported brokers to 240.
You can check the support for your broker here.
FURTHER READING
How SMSF trustees can get EOFY-ready
In this article, we discuss how Sharesight saves SMSF trustees time and money at tax time, and how trustees can get EOFY-ready with Sharesight.
Sharesight product updates – June 2025
This month's focus was on earning SOC 2 Type 1 certification, expanding exposure reporting to European markets and improving the future income report.
Record-keeping requirements for Australian investors
Find out which records the ATO requires Australian investors to keep, and how to stay on top of your investment portfolio record-keeping with Sharesight.