All Trades Report

Content also available for tax entities or on our global site.

The All Trades Report in Sharesight lists all trades in the portfolio between the specified date range.

Advanced options

  • Opt to include adjustment trades in addition to buy, sell, and opening balance transactions
  • Opt to group by market, sector, industry, investment type, country (or nothing)

All Trades Report - Sharesight

Last modified on February 3, 2017 UTC