How can we help?

Tools

Tools

Return calculation
Interpreting the return index graph
Open Positions and Open & Closed Positions
Fresh and Recycled Capital
Simple and compound calculation
Components return
Absolute and annualised return
Opening Balance
Reports (New Zealand)
Sharesight reports overview
Diversity Report
Contribution Analysis Report
Drawdown Risk Report
Exposure Report
Future Income Report
Historical Cost Report
Calendar Report
Multi-Currency Valuation Report
Multi-Period Report
Performance Report
Share Checker — compare hypothetical investments
Consolidated Views
View holdings within the Consolidated View
How to use Custom Groups in Sharesight
How to use labels in Sharesight
Exporting a report