Blog

Sharesight product updates – May 2024

by Ben Clendon, Head of Product, Sharesight | May 2nd 2024

Our focus this month was expanding our broker support and streamlining the customer onboarding journey. Work has also been underway on additional reporting and holding functions we hope to roll out over the next six weeks or so.

Product updates May24

New functionality / enhancements

  • Enhanced our trade file upload functionality with a new and improved column mapping screen and logic to streamline the process for getting large trade files into Sharesight
  • Introduced the ability to search for instruments using an ISIN, particularly relevant for our European customers.

Broker import functionality

  • Added support for the seamless import of historical and ongoing TD Ameritrade trades using Snaptrade
  • Added support for Fidelity Investments (United States) trade file imports
  • Added support for Centric Wealth (Australia) trade file imports
  • Added support for Easy Crypto trade file imports.

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.