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

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by Prashant Mohan | Jun 18th 2025

Understand ETF overlap and concentration risk through a real-world example — and see how Sharesight’s exposure report helps you uncover and avoid hidden risks.

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Investing after Brexit: Managing risk through diversification

by Stephanie Stefanovic | Jun 16th 2025

Discover how UK investors can adapt their portfolio strategy and tracking tools to stay resilient in the post-Brexit investment landscape.

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by Stephanie Stefanovic | Jun 10th 2025

In this article, we discuss how Sharesight saves SMSF trustees time and money at tax time, and how trustees can get EOFY-ready with Sharesight.