Supported Brokers Import your trading history directly from your broker or provider Import trades via your broker’s trade confirmations Sharesight API Partners Connect your portfolio to Xero Troubleshooting Xero Add a Macquarie Cash Management Account (CMA) All Trades Report CGT Report Contribution Analysis Report Diversity Report Drawdown Risk Report Exposure Report FIF Report Future Income Report Historical Cost Report Multi-Currency Valuation Report Multi-Period Report Performance Report Sold Securities Report Taxable Income Report Traders Tax Report Unrealised CGT Report Add a dividend Adjust a dividend Reject or delete a dividend Interpreting the return index graph Performance calculation methodology Reports How Sharesight can help with completing your tax return Tax Residency of a Portfolio Changing the tax setting of your portfolio Recreating a portfolio in a different tax residency Consolidated Views Revoke CMC connection with Sharesight View holdings within the Consolidated View Add trades, dividends and adjustments Track dividend reinvestments Editing or Deleting trades and adjustments Automated Corporate Actions Automatically generated dividends and adjustments Consolidations Initial Public Offering (IPO) Mergers Renounceable Rights Share Splits Confirming multiple and individual unconfirmed transactions Move a custom investment to a listed or supported investment Delete a holding How Sharesight helps you handle Australian AMIT tax components Track fixed interest investments in your portfolio How Sharesight helps you handle Australian LIC capital gain tax components PIE distributions Add Cryptocurrencies Add Bitcoin Add a Custom Investment Add Foreign Currency Add property investments Add mfunds Supported Forex (FX) currencies Bulk update prices for custom instruments Manage Custom Investments Getting started with Sharesight Cash account Add a portfolio Manage sharing for all portfolios Portfolio Overview Page Individual Holding Page Create a Cash Account Benchmarking portfolios Sync trades and payouts to Cash Account Custom Groups Add a transaction to a Cash Account Supported Stock Exchanges, Mutual Funds, Managed Funds, ETFs, etc. Add your investments into Sharesight Edit a Cash Account transaction Bulk import historical buy and sell trades Common errors when bulk importing trades Viewing the Contract Notes Inbox Add buy & sell trades or adjustments manually How Sharesight protects your data Search transaction in a Cash Account Export a Cash Account Rename a Cash Account Delete a Cash Account Share Checker Bulk import opening balances Delete a Cash Account transaction Delete a portfolio How to add a new holding Labels Open Positions and Open & Closed Positions Upgrade to a Sharesight account from a guest account How to change from Sharesight Retail to Sharesight Business Account FIF Fair Dividend Rate (FDR) Report Sharing access of your portfolio Change plan Sharesight on a mobile device Beta Features Canceling your account Update email address Billing details Update password Manage devices logged in to your Sharesight account View invoices Two Factor Authentication Sharesight Community Getting Started with Sharesight Business account Sharesight AdviserLogic Integration Sharesight Business dashboard Maintain a custom investments across multiple portfolios Apply your logo to reports & flyers Add & manage colleagues Share a portfolio with a client Referring clients Contact us Reports Content also available for New Zealand , Australian , and Canadian tax entities. Sharesight contains a 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.
Asset Allocation Reports
Tax & Compliance Reports
Last modified on March 20, 2025 UTC
