Sharesight product updates – January 2025
Although December is always a short month for us, we did manage to roll out the final changes required before our full launch of the drawdown risk report later this month. You can read more about this new report here.
We also rounded out what was a massive year of expanding our broker support with improvements to, or entirely new support for 29 brokers globally.
New functionality / enhancements
- Introduced benchmarking to our new drawdown risk report
- Released the new drawdown risk report to our investor plan (beta) customers
- Introduced a portfolio average indicator to the drawdown risk report chart
- Added both PDF and XLXS download functions onto the drawdown risk report
- Introduced the ability to search for cash accounts within the holding search dropdown.
Broker import functionality
We had a big final push before our Christmas code freeze kicked in, rolling out the following updates:
- Support for 13 broker trade confirmations
- Support for five new broker trade files
- Expanded file support for 11 existing brokers.
You can check the support for your broker here.
FURTHER READING
You can time the market – and ETFs are the way to do it
Marcus Today founder and director Marcus Padley discusses timing the market, and how investors can do this using exchange-traded funds (ETFs).
Morningstar analyses Australian investors’ top trades: Q1 2025
Morningstar reviews the top 20 trades by Australian Sharesight users in Q1 2025, and reveals where their analysts see potential opportunities.
Sharesight product updates – April 2025
This month's focus was on improving cash account syncing, revamping the future income report and enabling Apple login functionality.