Blog

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.

Product updates May24

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

Sharesight Wealth Management Awards 2025 Wealth Tech Innovator of the Year

Sharesight nominated for 2025 Wealth Tech Innovator of the Year

by Stephanie Stefanovic | Jul 10th 2025

Sharesight has been chosen as a finalist in the 2025 Australian Wealth Management Awards, in the Wealth Tech Innovator of the Year category.

Historical cost report (2)

Prepare your annual accounts with our historical cost report

by Stephanie Stefanovic | Jul 9th 2025

Sharesight's historical cost report is a powerful tool for investors who need to prepare annual accounts or financial statements with mark-to-market accounting.

Product updates July

Sharesight product updates – July 2025

by Ben Clendon | Jul 9th 2025

This month's focus was on rolling out predictive income forecasting, as well as improved cash account syncing across different brokers and currencies.