Sharesight product updates – September 2025
Over the last month we’ve rolled out new support for precious metals, achieved a significant security certification, and made further improvements to the future income report.
We know that many of our users invest in more than just stocks. As part of our ongoing efforts to support more asset types, we've now added precious metals to Sharesight. You can now track the value and performance of your gold, silver, platinum, and palladium investments alongside the rest of your portfolio. With options for both grams and troy ounces, can can now record buy and sell trades in any currency and Sharesight will track the value in your portfolio currency.
In Ben's June update, he shared that we had secured our SOC 2 Type 1 certification and were beginning the journey toward SOC 2 Type 2. We are proud to share that we've now successfully achieved our SOC 2 Type 2 certification. This is a testament to our ongoing commitment to robust security and protecting your data.
We have also released a few more upgrades to the new future income report based on customer feedback.
New functionality / enhancements
- Added support for gold, silver, platinum and palladium precious metals investments (with options for both grams and troy ounces)
- Achieved SOC 2 Type 2 security certification
- Added more flexibility to the new future income report with a new toggle option to select whether or not to include estimated income
- Added a new (optional) payment frequency column in the future income report
- Added the option to include a benchmark in two of our API endpoints (v3 Get Portfolio Index Chart Data and v3 Show Performance Report).
Broker import functionality
- Added support for trade confirmations from an additional two brokers
- Added support for four new broker’s trade files
- Expanded file support for one existing broker.
You can check the support for your broker here.
FURTHER READING
How to present portfolio tax reports clients actually understand
Portfolio tax reports don't have to generate endless client questions. Here's how to structure them so clients can review, confirm and sign off.
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.
Sharesight product updates – June 2026
This month's focus was on a new Australian tax pack, UK-specific tax settings, support for the Saudi Stock Exchange and a range of other improvements.