Blog | Product updates
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.
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
Investing tips | Market insights
Top brokers Aussies use to invest in stocks and ETFs
by Stephanie Stefanovic | Oct 3rd 2024
We take a look at the most popular brokers among Sharesight users in FY23/24, focusing on investments in stocks and ETFs.
Market insights
Top trades by global Sharesight users — September 2024
by Stephanie Stefanovic | Sep 30th 2024
Welcome to Sharesight's September 2024 trading snapshot for global investors, featuring the top 20 trades made by Sharesight users worldwide.
Market insights
Top trades by New Zealand Sharesight users — September 2024
by Stephanie Stefanovic | Sep 30th 2024
Welcome to Sharesight's September 2024 trading snapshot for New Zealand, highlighting the top 20 trades made by New Zealand investors using Sharesight.