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Sharesight product updates – September 2025

by Milly Brent, Business Analyst at Sharesight | Sep 9th 2025

Over the last month we’ve rolled out new support for precious metals, achieved a significant security certification, and made further improvements to the future income report.

We know that many of our users invest in more than just stocks. As part of our ongoing efforts to support more asset types, we've now added precious metals to Sharesight. You can now track the value and performance of your gold, silver, platinum, and palladium investments alongside the rest of your portfolio. With options for both grams and troy ounces, can can now record buy and sell trades in any currency and Sharesight will track the value in your portfolio currency.

In Ben's June update, he shared that we had secured our SOC 2 Type 1 certification and were beginning the journey toward SOC 2 Type 2. We are proud to share that we've now successfully achieved our SOC 2 Type 2 certification. This is a testament to our ongoing commitment to robust security and protecting your data.

We have also released a few more upgrades to the new future income report based on customer feedback.

Product updates September

New functionality / enhancements

Added support for gold, silver, platinum and palladium precious metals investments (with options for both grams and troy ounces)
Achieved SOC 2 Type 2 security certification
Added more flexibility to the new future income report with a new toggle option to select whether or not to include estimated income
Added a new (optional) payment frequency column in the future income report
Added the option to include a benchmark in two of our API endpoints (v3 Get Portfolio Index Chart Data and v3 Show Performance Report).

Broker import functionality

Added support for trade confirmations from an additional two brokers
Added support for four new broker’s trade files
Expanded file support for one existing broker.

You can check the support for your broker here.

Sharesight product updates – November 2025

by Ben Clendon | Nov 16th 2025

This month we introduced our new calendar feature, a dividend insights pane on the holdings page, and improved billing flows for a smoother user experience.