Sharesight product updates – May 2025
This month we delivered on one of our biggest initiatives over the past year in the ‘soft’ rollout of our new mobile app on both iOS and Android devices. The development of the mobile app was a joint effort with our design and API development being completed in-house and the core mobile app work itself being undertaken by the fantastic team at Abletech. I was personally very happy with the project, which was completed on time and on budget and a big part of that was thanks to the Abletech crew.
The mobile app provides Sharesight's first true watchlist as well as the more familiar performance views. We will be ironing out any issues over the coming weeks and have plenty of ideas for future improvements. For those of you with an iPhone, you can find the new app on the Apple store, and for those with an Android you can find the app on the Google Play store.
In other areas, we have continued our cash account work, this time by separating out the showing of unpaid dividends from the cash account accrual adjustment. If you hold a cash account in your portfolio you can navigate to the settings > Cash accounts option to see this new layout.
New functionality / enhancements
- Released our new mobile application to both Apple and Google Play stores
- Upgraded several cash account configuration options regarding the display of unpaid payouts (payouts after the ex date but before the paid date) for better visibility
- Completed the rollout of the enhanced future income report to all investor, expert and business plan users. We will continue to address any feedback related to the new report over the coming weeks
- Completed the rollout of the Apple sign up and login function
- Introduced currency (FX) instruments to our drawdown risk report. Our drawdown for currencies uses the EUR as the comparison currency. For EUR.FX instruments, we use USD as the comparison.
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.