In my December 2023 product update I mentioned we had started work on some security-based initiatives which I’d discuss in more detail at some point in the coming months. I’m very pleased to be able to announce that this security work has culminated in Sharesight being issued with a SOC 2 Type 1 certification. Transitioning all aspects of our business to meet the requirements of this cyber security certification has been a huge but important undertaking for us. More than any other initiative, this certification highlights the fact Sharesight is a mature and serious business and genuinely committed to protecting customer data.

The work does not stop here though, and we are now going through our SOC 2 Type 2 certification process, which once complete, will show our commitment to security over an extended period.

In other areas, we have expanded our exposure report to include the underlying holdings of ETFs across all our European markets and made several improvements to the new future income report.

New functionality / enhancements

• Achieved SOC 2 Type 1 security certification
• Expanded our coverage of the underlying holdings of ETFs on the exposure report to all our European markets
• Introduced an income graph to the future income report. This chart includes a scrollable window when a period is selected across more than 12 months
• Updated the default view of the future income report by hiding several less important fields and ensuring that the Net Payment field displays by default. These changes have been made as a result of early feedback regarding the upgraded report.

Broker import functionality

Support for trade confirmations from an additional broker.