Sharesight product updates — October 2025
This month, we've rolled out a frequently requested new calendar feature to our beta users. The calendar shows all your past and upcoming income with daily and monthly totals. You can also easily filter the view by the income status. This complements the future income report and gives you an alternative, visual way to track your income.
We’ve also further expanded our broker support, continued our ongoing work to improve product performance (loading speeds), and are nearing completion on another commonly requested new feature which will be released to beta users in the coming weeks.
If you’d like to try out the calendar and other upcoming new features before they are released to all users, simply toggle on the beta setting in the Account preferences menu and be sure to leave us your feedback.
New functionality / enhancements
- Added a calendar feature that shows past and future income
- Significantly sped up the loading time for the Clients tab on the Portfolios dashboard for Sharesight business customers
- Added logos to the drawdown risk report.
Broker import functionality
- Added support for trade confirmations from three additional brokers
- Added support for five new broker’s trade files.
You can check the support for your broker here.
FURTHER READING
See your clients' full wealth picture with Sharesight and myprosperity
Connect Sharesight and myprosperity to see clients’ full financial picture, streamline management, and deliver more insightful advice.
What bull markets hide from investors
Bull markets make every strategy look smart — until they end. Learn what they hide and how to protect your portfolio when the trend reverses.
See what’s inside your ETFs with Sharesight’s exposure report
Understand your true portfolio exposure, see what’s inside your ETFs and make informed decisions with Sharesight’s exposure report.