Getting started with Sharesight Importing your trading history directly from your broker Setting up your holdings manually Recording trades, dividends, and adjustments Keeping your portfolio up-to-date Sharesight Mobile App Help & support Adding a custom investment Adding a portfolio Deleting a portfolio Bulk importing via CSV Importing contract notes via email Applying Custom Groups Tracking cash investments using Xero Tracking cash investments using Sharesight Sharing your portfolio Sharesight Connect Bulk importing historical trades via CSV Bulk importing opening balances via CSV Connecting your portfolio to Xero Download CSV from Commsec, NAB trade and Westpac Supported brokers Tracking cash investments Troubleshooting Xero Maintaining your portfolio Mergers Portfolio overview page Individual holding detail page Deleting a holding Adding and editing trades Adding and editing dividend and interest payments Applying custom labels Corporate Actions Advanced options Benchmarking portfolios Confirming multiple unconfirmed transactions Consolidations Initial Public Offering (IPO) Interpreting the return index graph Moving an unquoted instrument holding to a listed instrument PIE distributions Renounceable Rights Share Splits Tracking dividend reinvestments Running reports Performance calculation methodology All Trades Report Capital Gains Tax Report Contribution Analysis Report Diversity Report FIF Comparative Value (CV) Report FIF Fair Dividend Rate (FDR) Report FIF Fair Dividend Rate (FDR) Worksheet FIF Income Summary Page FIF Opening Balance Worksheet FIF Report FIF-Exempt Overseas Income & Overseas Tax Credits Future Income Report Historical Cost Report Performance Report Sold Securities Report Taxable Income Report Traders Tax Report Unrealised CGT Report Using Consolidated Views Changing plans Updating your billing details Viewing your invoices Canceling your account Sharesight Beta Group Recommending Sharesight to a friend How Sharesight protects your data Using the Sharesight Pro dashboard Maintaining custom investments across multiple portfolios Adding a Macquarie Cash Management Account (CMA) Adding and managing staff members Sharing a portfolio with a client Applying your logo to reports and marketing flyers Referring clients Running reports Sharesight contains a number of reports that you can run against your investment portfolio. Embedded content: Running reports - Sharesight Portfolio Management
All reports may be viewed on screen or downloaded as a PDF or spreadsheet in
OpenDocument XLSX format, which can be opened on multiple spreadsheet applications including Microsoft Excel, Apple Numbers, Google Sheets, LibreOffice, and OpenOffice.
The reports generally fall into two categories:
tax / compliance reports and portfolio management reports. Because the reports are designed for different purposes, there are some subtle differences between the two, for example the Taxable Income Report displays dividends based on their paid date whereas the Performance Report includes dividends based on the dividend ex-date. Tax / Compliance Reports Portfolio Performance Reports
Last modified on April 19, 2017 UTC