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Sharesight product updates – February 2025

February 6, 2025

This article originated from the Xero blog. The XU Hub is an independent news and media platform - for Xero users, by Xero users. Any content, imagery and associated links below are directly from Xero and not produced by the XU Hub.
You can find the original post here:
https://www.sharesight.com/blog/product-updates-february-2025/

Our focus over the past month has all been reports-related, with the roll out of our new drawdown risk report to all users on the investor, expert and business plans, the release of a revamped contribution analysis report and further improvements to the historical cost report.

New functionality / enhancements

  • Introduced the drawdown risk report to all customers on the investor, expert and business plans
  • Migrated our contribution analysis report onto new architecture. This upgrade removes all timeouts, introduces a percentage toggle to the table and chart and allows for the use of labels on this report
  • The holding column on the historical cost report now remains visible upon scrolling across the report when viewed on a desktop, laptop or a tablet.

Broker import functionality

  • Support for three new broker trade confirmations
  • Support for three new broker trade files
  • Expanded file support for one of our existing brokers.

You can check the support for your broker here.

Why leave it there?

To find out more about Sharesight

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