Sharesight product updates – January 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.
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
Everything you need for tax time: A guide to Sharesight's Tax Pack
The Sharesight Tax Pack is built to give you everything you need to complete your investment tax, with none of the stress. Keep reading to learn more.
How SMSF trustees can get EOFY-ready
In this article, we discuss the best Sharesight features for SMSFs, and how SMSF members and trustees can get EOFY-ready with Sharesight.
Division 296 tax: Essential strategies for SMSF trustees and advisors
For those who were unable to attend our Division 296 tax strategy webinar with Meg Heffron, you can watch the full video here.