Running reports

Content also available for New Zealand and Australian tax entities or on our global site.

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

All reports may be viewed on screen or downloaded as a PDF or spreadsheet.

The reports fall into two categories: tax / compliance reports and portfolio management reports.

The reports are designed for different purposes, as such there are 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.

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

Tax / Compliance Reports

Portfolio Performance Reports

Last modified on May 4, 2022 UTC

Try Sharesight today
Track 10 holdings for free.
Sign up for Free