Sharesight product updates – October 2024
This month has seen us heavily focused on several initiatives including new reporting functionality, expanded cybersecurity tooling and other feature work which I hope to be in a position to discuss in more detail in next month's update. In addition to these key projects, we have continued our focus on the onboarding flow and expanding trade confirmation support to multiple languages, rolling out trade confirmation support to an additional 12 languages with Degiro alone.
New functionality / enhancements
- Introduced a ‘Quick Start’ guide for new retail users
- Revamped our help page
- Introduced a new modal for adding your investments, setting the scene for an expansion in support across additional asset classes.
Broker import functionality
- Added support for the seamless import of historical and future Coinbase trades using Snaptrade
- Added trade confirmation support for Midsec Financial Advisors (AU)
- Expanded support for the following brokers to include additional trade file imports;
- Westpac – Support for Holdings, ConfirmationDetails and EOFYTransaction files
- Fidelity – Support for domestic versions of Accounts_History and History_for_Account files
- Directa – Support for Movimenti file
- CMC, ANZ, BOQ, ebroking, Bendigo, St. George – Support for Holdings file
- Etrade – Support for ByBenefitType, Trades download and Portfolio download files
- Desjardins – Support for Holdings file, and OrderHistory and Portfolio files in both English & French
- DEGIRO – Support for Account and Portfolio files in English, Dutch, Polish, Portuguese, Italian, French, Spanish, Greek, Czech, Swedish, German, Danish & Finnish.
FURTHER READING
How SMSF trustees can get EOFY-ready
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.
Sharesight product updates – June 2025
This month's focus was on earning SOC 2 Type 1 certification, expanding exposure reporting to European markets and improving the future income report.
Record-keeping requirements for Australian investors
Find out which records the ATO requires Australian investors to keep, and how to stay on top of your investment portfolio record-keeping with Sharesight.