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
How to create a balanced share portfolio
Discover what makes a balanced share portfolio, how different asset classes contribute to stability and growth, and the pros and cons of each investment type.
Sharesight product updates – February 2025
This month, we focused on reports, launching the new drawdown risk report and improving the contribution analysis and historical cost reports.
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.