Blog

Sharesight product updates – February 2025

by Ben Clendon, Head of Product, Sharesight | Feb 5th 2025

Our focus over the past month has all been reports-related, with the roll out of our new drawdown risk report to all users on the investor, expert and business plans, the release of a revamped contribution analysis report and further improvements to the historical cost report.

Feb updates

New functionality / enhancements

  • Introduced the drawdown risk report to all customers on the investor, expert and business plans
  • Migrated our contribution analysis report onto new architecture. This upgrade removes all timeouts, introduces a percentage toggle to the table and chart and allows for the use of labels on this report
  • The holding column on the historical cost report now remains visible upon scrolling across the report when viewed on a desktop, laptop or a tablet.

Broker import functionality

  • Support for three new broker trade confirmations
  • Support for three new broker trade files
  • Expanded file support for one of our existing brokers.

You can check the support for your broker here.

FURTHER READING

Timing the market with ETFs

You can time the market – and ETFs are the way to do it

by Marcus Padley | Apr 15th 2025

Marcus Today founder and director Marcus Padley discusses timing the market, and how investors can do this using exchange-traded funds (ETFs).

Morningstar analysis Q1 2025

Morningstar analyses Australian investors’ top trades: Q1 2025

by Mark LaMonica, Morningstar Director of Personal Finance | Apr 9th 2025

Morningstar reviews the top 20 trades by Australian Sharesight users in Q1 2025, and reveals where their analysts see potential opportunities.

Sharesight April product updates 2025

Sharesight product updates – April 2025

by Ben Clendon | Apr 8th 2025

This month's focus was on improving cash account syncing, revamping the future income report and enabling Apple login functionality.