Sharesight product updates – February 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.
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
Why Sharesight is the best multi-asset portfolio tracker
We explore how Sharesight helps you stay on top of your portfolio, optimise your performance and set yourself up for a successful year of investing.
Automatically import Invest Direct trades to Sharesight
You can directly connect your Invest Direct account to Sharesight, allowing you to automatically sync your trades to your Sharesight portfolio.
Top trades by New Zealand Sharesight users — January 2025
Welcome to the January 2025 edition of Sharesight’s trading snapshot for New Zealand investors, where we look at the top trades by New Zealand Sharesight users.