Sharesight product updates – September 2024
We introduced a huge improvement to our investment search in early August, benefiting those customers inclined to add trades manually. You should find searching for an instrument on our manual trade form a much smoother experience moving forward. This was an important improvement for the product now that we support more than 750,000 instruments globally.
Some of you may have also noticed a couple of improvements to our new holdings page with the increase in the maximum number of file attachments per holding increasing from 5 to 20 for paying customers, and the introduction of a ‘target price’ function where you can set a target price for an investment. This is our first step towards rolling out a series of goal-based features.
We also rolled out the second step towards customisable reporting in the form of a report download options screen allowing you to configure the PDF or XLSX download, including the addition or removal of columns, column sorting and other settings for certain reports.
Finally, we continued our focus on expanding broker support and introduced support for trade confirmations in multiple languages.
New functionality / enhancements
- We streamlined our broker pages to include steps for importing generic trade file uploads where we do not have a custom file support for a given broker
- We introduced a new ‘target price’ field onto the holdings page, allowing customers to set a target price for an investment
- We rolled out an optimisation to the trade form instrument search, making searching for an instrument a much easier experience
- We introduced an export selection screen, allowing for configurable downloads for the performance, sold securities, diversity, exposure and historical cost reports.
Broker import functionality
- We expanded our existing support for the following brokers to include additional trade file formats: Zerodha (holdings file), JP Morgan Chase (Transactions in xls format), Bell Potter and BMO (multiple different files now supported), Webull (EOFY statement file now supported), CI Direct Trading (AccountHistory file now supported), Bendigo (OrderHistory and Statement files now supported) and CMC, ANZ, BOQ, ebroking, St. George (OrderHistory file now supported)
- We added trade confirmation support for the following brokers: Kraken, Cedar Asset Management, Port Phillip Group, Coinspot, Alliance Trust and Whistler Wealth Management
- We added support for Lightyear and Swissquote trade files
- We introduced multi language support for the following broker trade confirmations: UBS - German, Swissquote - German, Degiro - Dutch, Spanish, Polish, Italian, German, Portuguese, Danish, French, Czech, Greek, Swedish.
FURTHER READING
How to present portfolio tax reports clients actually understand
Portfolio tax reports don't have to generate endless client questions. Here's how to structure them so clients can review, confirm and sign off.
Record-keeping requirements for Australian investors
Find out which records the ATO requires Australian investors to keep, and how to stay on top of your investment portfolio record-keeping with Sharesight.
Sharesight product updates – June 2026
This month's focus was on a new Australian tax pack, UK-specific tax settings, support for the Saudi Stock Exchange and a range of other improvements.