Sharesight product updates – May 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

• Sharesight product updates - April 2024
• Sharesight product updates - March 2024
• Sharesight product updates - February 2024