Getting started with Sharesight Portfolio overview page Add your holdings manually Individual holding detail page Adding a custom investment Add Bitcoin to your portfolio Track foreign currency on Sharesight Bulk importing your historical trades via the file importer Bulk importing historical buy and sell trades via CSV file Bulk importing opening balances via CSV Trades to import into Portfolio: page overview Common errors when bulk importing trades Importing your trading history directly from your broker or portfolio tracker provider Import your historical trading data and sync your CMC trade account with Sharesight How to import your historical trading data from Google Finance portfolio to Sharesight Import your historical trading data from Questrade Import your historical trading data from Yahoo Finance Recording trades, dividends, and adjustments Keeping your portfolio up-to-date Sharesight Mobile App Help & support Supported Stock Exchanges, Mutual Funds, Managed Funds, ETFs, etc. Merging a custom investment to a listed or supported investment Revoking CMC connection with Sharesight Adding a portfolio Creating a Cash Account Manage sharing for all portfolios Tax Residency of a Portfolio Adding a transaction to a Cash Account Deleting a portfolio Sharing access with an additional person Editing a Cash Account transaction Download CSV from Commsec, NAB trade and Westpac Searching within a Cash Account Importing contract notes via email Applying Custom Groups Exporting a Cash Account Tracking cash investments using Xero Changing the name of a Cash Account Tracking cash investments using Sharesight Deleting a Cash Account Sharing your portfolio Sharesight Connect Changing the tax setting of your Canadian portfolio Connecting your portfolio to Xero Deleting a Cash Account transaction Revoking Sharesight Connect connection with Sharesight Supported brokers' contract notes Tracking cash investments Troubleshooting Xero Maintaining your portfolio Open Positions and Open & Closed Positions Advanced options Benchmarking portfolios Deleting a holding Adding and editing trades Adding and editing dividend and interest payments Applying custom labels Adding a dividend Adjusting a dividend Confirming multiple unconfirmed transactions How to set up a dividend to be reinvested Interpreting the return index graph PIE distributions 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 Changing your Sharesight password Changing your email address 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 Track OTC, OTCBB & NYSE American holdings You can now track your Canadian Mutual Funds in Sharesight On 31 October 2017 we will be making some changes to the Free plan: Mergers Consolidations Initial Public Offering (IPO) Renounceable Rights Share Splits Corporate Actions How to handle Xero delisting from the NZX How to handle the Fairfax and Domain demerger 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