Excel exports now available
Excel exports are now available on all of the pages under the Sharesight reports menu - look for the new Excel icon (and also the new print icon) in the top right corner of the reports.
The Excel sheets contain formulas to calculate totals where appropriate so this will make it really easy to add new rows into the spreadsheets if you need to. The Excel export files are compatible with the following versions of Microsoft Excel:
- Excel XP, 2003 and 2007 for Windows
- Excel 2004 or 2008 for Mac OS X
Thanks to our beta group customers for the testing and feedback.
FURTHER READING
Active vs. passive investing
What are the differences between active and passive investing, and does one offer a higher guarantee of success than the other? Keep reading to learn more.
Why Sharesight is the best multi-asset portfolio tracker
We explore how Sharesight helps you stay on top of your portfolio, optimise your performance and set yourself up for a successful year of investing.
Why tax time is so painful for family offices — and what to do about it
We discuss five reasons tax time hits family offices harder than it should, and what better infrastructure looks like in each case.