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

Portfolio Performance Reports

Performance report

Asset Allocation Reports

Asset allocation reports

Tax & Compliance Reports

Tax and compliance

Last modified on April 12, 2024 UTC

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