Performance Report

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

The Performance Report in Sharesight displays all holdings that you have chosen to report on, such as closed/open positions and/or labelled holdings. Subtotals are displayed for each grouping with overall performance totals shown at the bottom of the table. The Price, Quantity, and Value figures are as at the end date selected for the report.

Embedded content: Reporting on open and closed positions - Sharesight Portfolio Managemnent

Running the report

Performance Report

A. Time period over which you wish to see the returns

B. Advanced options (see below)

C. Click on any column heading to reorder the table by the contents of that column

D. View returns in $ or as a % p.a.

Advanced options

Click on advanced options (B, above) in order to further customize the report based on your preferences:

Note: This functionality is available on Investor, Expert and Sharesight Pro plans.

Performance Report - Advanced Options

  • Group by market, industry class, investment type, country (or ‘do not group’)
  • Report on open positions, or open + closed positions (includes sales)
  • Manage labels – Click on the Manage Labels button to set up your custom labels

Last modified on May 10, 2017 UTC