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
What AI gets wrong about your clients’ portfolios
by Jen Robson | Oct 21st 2026
What ChatGPT and AI assistants miss when evaluating a real investment portfolio, and how advisers can respond. Acknowledge, verify, add context and document.
Market insights
September top trades: Microsoft bounces back, Apple cools and New Zealanders keep buying
by Jen Robson | Oct 8th 2026
Microsoft buys rebounded, Apple fell from #2 to #12 and New Zealanders bought the most. See what Sharesight investors traded in September 2026.
Product updates
Product updates - September 2026
by Ben Clendon | Sep 23rd 2026
See what’s up and what’s down at a glance with our new gains & losses toggle, and more product improvements. It’s all in Sharesight’s September update.