Sharesight product updates – October 2023
We’ve split our focus in a few different directions over the last month. We have continued to improve on our new (beta) exposure report in preparation for its full release. We also rolled out some additional improvements to our custom investment feature set as part of our ongoing work to prepare ourselves as a business for our expansion into multi-asset class support.
Finally, as I write this we are in the process of releasing a very early sneak peak of our new holdings page. The work is largely incomplete, but our rationale for such early access (for those with beta access enabled) is to gather feedback as we iteratively deliver the remaining functions, allowing us plenty of time to incorporate this feedback and improve the page as we go.
New functionality / Enhancements
- Very early beta release of our new holdings page
- The ability to bulk delete custom investment prices
- The ability for guests with read only access to view custom investment details
- Separated the ‘residual’ entry for each ETF on the exposure report into their own ‘residual ETFs’ category, displaying this grouping at the bottom of the report.
Broker import functionality
- Added support for Barrenjoey trade confirmations.
FURTHER READING
Sharesight nominated for 2025 Wealth Tech Innovator of the Year
Sharesight has been chosen as a finalist in the 2025 Australian Wealth Management Awards, in the Wealth Tech Innovator of the Year category.
Prepare your annual accounts with our historical cost report
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.
Sharesight product updates – July 2025
This month's focus was on rolling out predictive income forecasting, as well as improved cash account syncing across different brokers and currencies.