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Sharesight contains a number of powerful tax/compliance and performance reports that you can run against your investment portfolio.

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

Performance Reports

• Performance Report
• Sold Securities Report
• Future Income Report
• Contribution Analysis Report
• Multi-Currency Valuation Report
• Multi-period Report
• Calendar Report

Asset Allocation Reports

• Diversity Report
• Exposure Report
• Drawdown Risk Report

Tax & Compliance Reports

• Taxable Income Report
• Capital Gain Tax Report
• Historical Cost Report
• All Trades Report
• Unrealised CGT Report

The report can be exported to either a Spreadsheet, PDF or to Google Drive. Learn more about exporting a report.