Blog

Sharesight product updates – January 2025

by Ben Clendon, Head of Product, Sharesight | Jan 7th 2025

Although December is always a short month for us, we did manage to roll out the final changes required before our full launch of the drawdown risk report later this month. You can read more about this new report here.

We also rounded out what was a massive year of expanding our broker support with improvements to, or entirely new support for 29 brokers globally.

January 2025 product updates

New functionality / enhancements

  • Introduced benchmarking to our new drawdown risk report
  • Released the new drawdown risk report to our investor plan (beta) customers
  • Introduced a portfolio average indicator to the drawdown risk report chart
  • Added both PDF and XLXS download functions onto the drawdown risk report
  • Introduced the ability to search for cash accounts within the holding search dropdown.

Broker import functionality

We had a big final push before our Christmas code freeze kicked in, rolling out the following updates:

  • Support for 13 broker trade confirmations
  • Support for five new broker trade files
  • Expanded file support for 11 existing brokers.

You can check the support for your broker here.

FURTHER READING

Sharesight product updates February 2026

Sharesight product updates – February 2026

by Milly Brent, Business Analyst at Sharesight | Feb 11th 2026

This month's key focus was on the rollout of the new Investments tab to all users, along with various enhancements across web and mobile.

Top 20 NZ dashboard (5)

Top trades by New Zealand Sharesight users — January 2026

by Stephanie Stefanovic | Feb 9th 2026

Welcome to the January 2026 edition of our trading snapshot for New Zealand investors, where we look at the top 20 trades made by New Zealand Sharesight users.

Top 20 Global dashboard (excluding AUNZ markets) (8)

Top trades by global Sharesight users — January 2026

by Stephanie Stefanovic | Feb 9th 2026

Welcome to the January 2026 edition of Sharesight’s trading snapshot for global investors, where we look at the top 20 trades made by Sharesight users globally.