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
Case studies
How Sharesight helps advisors track net worth and simplify compliance
by Stephanie Stefanovic | Jul 19th 2024
We talk to Ryan Jones, Partner, Accountant and Financial Advisor at Jones Louros, about how he uses Sharesight to manage his clients’ investment trusts.
Product features
Automatically track Swissquote trades with Sharesight
by Stephanie Stefanovic | Jul 18th 2024
If you trade using Swiss broker Swissquote, you can automatically import your trading data to your Sharesight portfolio.
Investing tips
Dividends vs. share buybacks: Which is better for investors?
by Stephanie Stefanovic | Jul 17th 2024
We take a look at dividends and share buybacks, discussing the pros and cons of each, the tax implications and which one is more beneficial for investors.