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Reporting & tax

Reporting & tax

Consolidated Views
View holdings within the Consolidated View
Return calculation
Components return
Absolute and annualised return
Simple and compound calculation
Opening Balance
Fresh and Recycled Capital
Interpreting the return index graph
Reports
Future Income Report
Traders Tax Report
Performance Report
CGT Report
Taxable Income Report
All Trades Report
Contribution Analysis Report
How Sharesight can help with completing your tax return
Multi-Currency Valuation Report
Multi-Period Report
Exposure Report
Drawdown Risk Report
FIF Report
Sold Securities Report
Unrealised CGT Report
Historical Cost Report
Diversity Report
Import and sync CMC trades
Revoke CMC connection with Sharesight
Automatically generated dividends and adjustments
Reject or delete a dividend
Add a dividend
Adjust a dividend
Taxable Income Report
ETFs for beginners