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

Top brokers for global trades

Top countries and brokers Aussies use to invest in global markets

by Stephanie Stefanovic | Oct 31st 2024

Looking at data from our userbase, we delve into Aussie investors' favourite global markets and stocks, plus the brokers they use for international trades.

Top 20 NZ trades Oct24

Top trades by New Zealand Sharesight users — October 2024

by Stephanie Stefanovic | Oct 30th 2024

Welcome to Sharesight’s October 2024 trading snapshot for New Zealand, featuring the top 20 trades made by New Zealand Sharesight users.

Top 20 trades Global Oct24

Top trades by global Sharesight users — October 2024

by Stephanie Stefanovic | Oct 29th 2024

Welcome to Sharesight’s October 2024 trading snapshot for global investors, featuring the top 20 trades made by Sharesight users worldwide.