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.


Track AJ Bell trades with Sharesight

Track your AJ Bell trades with Sharesight

by Stephanie Stefanovic | Jun 20th 2024

If you trade using UK broker AJ Bell, you can automatically track the performance of your trades using Sharesight's portfolio tracker.

Sharesight email alerts

Stay on top of your Sharesight portfolio with email alerts

by Stephanie Stefanovic | Jun 17th 2024

Sharesight makes it easy to stay on top of your portfolio with email alerts for corporate actions, share price changes and weekly performance summaries.

June product updates

Sharesight product updates – June 2024

by Ben Clendon | Jun 11th 2024

Key updates this month include the deployment of the new holdings page to all users, additional broker support and improvements to reporting and trade creation.