Blog | Product updates
Sharesight product updates – May 2024
by Ben Clendon, Head of Product, Sharesight | May 2nd 2024
Our focus this month was expanding our broker support and streamlining the customer onboarding journey. Work has also been underway on additional reporting and holding functions we hope to roll out over the next six weeks or so.
New functionality / enhancements
- Enhanced our trade file upload functionality with a new and improved column mapping screen and logic to streamline the process for getting large trade files into Sharesight
- Introduced the ability to search for instruments using an ISIN, particularly relevant for our European customers.
Broker import functionality
- Added support for the seamless import of historical and ongoing TD Ameritrade trades using Snaptrade
- Added support for Fidelity Investments (United States) trade file imports
- Added support for Centric Wealth (Australia) trade file imports
- Added support for Easy Crypto trade file imports.
FURTHER READING
Product features
Evaluate your investment returns with the performance report
by Stephanie Stefanovic | Jul 1st 2026
One of Sharesight’s most popular reports, the performance report gives you the full picture of your portfolio’s returns over any chosen period.
Product features
5 ways Sharesight helps Australian investors at tax time
by Stephanie Stefanovic | Jun 29th 2026
Learn how Sharesight’s Australian tax features can not only help you complete your tax return, but also save you time and money at tax time.
Investing tips
How to present portfolio tax reports clients actually understand
by Stephanie Stefanovic | Jun 23rd 2026
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.