Blog

Sharesight product updates – October 2024

by Ben Clendon, Head of Product, Sharesight | Oct 7th 2024

This month has seen us heavily focused on several initiatives including new reporting functionality, expanded cybersecurity tooling and other feature work which I hope to be in a position to discuss in more detail in next month's update. In addition to these key projects, we have continued our focus on the onboarding flow and expanding trade confirmation support to multiple languages, rolling out trade confirmation support to an additional 12 languages with Degiro alone.

Sharesight October 2024 product updates

New functionality / enhancements

  • Introduced a ‘Quick Start’ guide for new retail users
  • Revamped our help page
  • Introduced a new modal for adding your investments, setting the scene for an expansion in support across additional asset classes.

Broker import functionality

  • Added support for the seamless import of historical and future Coinbase trades using Snaptrade
  • Added trade confirmation support for Midsec Financial Advisors (AU)
  • Expanded support for the following brokers to include additional trade file imports;
    • Westpac – Support for Holdings, ConfirmationDetails and EOFYTransaction files
    • Fidelity – Support for domestic versions of Accounts_History and History_for_Account files
    • Directa – Support for Movimenti file
    • CMC, ANZ, BOQ, ebroking, Bendigo, St. George – Support for Holdings file
    • Etrade – Support for ByBenefitType, Trades download and Portfolio download files
    • Desjardins – Support for Holdings file, and OrderHistory and Portfolio files in both English & French
    • DEGIRO – Support for Account and Portfolio files in English, Dutch, Polish, Portuguese, Italian, French, Spanish, Greek, Czech, Swedish, German, Danish & Finnish.

FURTHER READING

Custom groups

8 ways to use Sharesight's custom groups feature

by Ricky Yeo | Apr 23rd 2025

This blog explains our custom groups feature, including strategies that can help you gain deeper portfolio insights and make more informed investing decisions.

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.