Running reports

Content also available for New Zealand, Australian, and Canadian tax entities.

Sharesight contains a number of reports that you can run against your investment portfolio.

Embedded content: Running reports - Sharesight Portfolio Management

All reports may be viewed on screen or downloaded as a PDF or spreadsheet in OpenDocument XLSX format, which can be opened on multiple spreadsheet applications including Microsoft Excel, Apple Numbers, Google Sheets, LibreOffice, and OpenOffice.

The reports generally fall into two categories: tax / compliance reports and portfolio management reports. Because the reports are designed for different purposes, there are some 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 dollar-weighted (also referred to as a ‘money-weighted’) return methodology. For more information, see performance calculation methodology.

Tax / Compliance Reports

Portfolio Performance Reports

Last modified on April 19, 2017 UTC