BlogSharesight Features & Tips

At a glance cost base per share

by David Olsen, Senior Marketing Manager - Content/SEO, Sharesight

At Sharesight we are always looking to make changes big and small to improve the user experience and make it easier for investors to make informed decisions that impact their bottom line. As such, we recently rolled out an update to the holding page that displays the cost base per share at a glance instead of having to run the Historical Cost report.

Holding Information

Cost base per share

To calculate the cost base per share, we take the cost base for the holding and simply divide by the quantity of shares in the holding.

When you have multiple trades for a particular holding at different price points this will show the cost base per share across all trades in that instrument based on the sale allocation method you have elected to use for that holding (where applicable).

Small change, big impact

This is one of those ‘small’ changes that we think makes a big impact. We’d love to hear your feedback in the Sharesight community forum if you have other ideas like this.