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Sharesight product updates – April 2024

by Ben Clendon, Head of Product, Sharesight | Apr 3rd 2024

This past month saw us wrap up some long-term projects across the business. These included a mixture of compliance and security related objectives as well as some key feature work listed below.

product updates April 2024

New functionality / enhancements

  • Upgraded our infrastructure to bring stability and consistent load times to our new reporting framework, improving the performance of our diversity report, sold securities report, exposure report and performance report
  • Introduced the new holdings page to all users and set the new holdings page as our default for beta customers. Within the next few weeks all customers will see the new holdings page by default
  • Introduced a tree map graphic to the performance report; useful for providing a quick visual summary of your performance gains across open positions, weighted by holding value
  • Added support for an additional nine cryptocurrencies.

Broker import functionality

  • Added support for the seamless import of historical and ongoing Questrade trades using Snaptrade
  • Added support for Directa (Italy) trade file CSV and XLSX imports
  • Added support for Robinhood (United States) trade file CSV imports
  • Added support for Interactive Investor (United Kingdom) trade file CSV imports
  • Added support for Tastytrade (United States) trade file CSV imports.

FURTHER READING

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How Sharesight helps advisors track net worth and simplify compliance

by Stephanie Stefanovic | Jul 19th 2024

We talk to Ryan Jones, Partner, Accountant and Financial Advisor at Jones Louros, about how he uses Sharesight to manage his clients’ investment trusts.

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If you trade using Swiss broker Swissquote, you can automatically import your trading data to your Sharesight portfolio.

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