Reports

Sharesight contains a number of number of powerful tax/compliance and performance reports that you can run against your investment portfolio.

The reports fall into three categories: performance reports, asset allocation reports and tax & compliance reports.

NOTE: Sharesight calculates percentage returns using a money-weighted return methodology.

Performance Reports

• Performance Report
• Sold Security Report
• Future Income Report
• Contribution Analysis Report
• Multi-Currency Valuation Report
• Multi-period Report

Asset Allocation Reports

• Diversity Report
• Exposure Report
• Drawdown Risk Report

Tax & Compliance Reports

• Taxable Income Report
• Canadian Capital Gain Tax Report
• Historical Cost Report
• All Trades Report

Last modified on April 16, 2025 UTC