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.
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Sharesight product updates – May 2026
by Milly Brent, Business Analyst at Sharesight | May 20th 2026
This month we launched an AI trade importer, added bulk uploads for cash account transactions, improved the Australian CGT report and expanded fund support.