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

See clients' full wealth picture with Sharesight and myprosperity
Connect Sharesight and myprosperity to see clients’ full financial picture, streamline management, and deliver more insightful advice.

Sharesight product updates — October 2025
This month we launched an income calendar for beta users, expanded broker support, made performance improvements, and progressed on another requested feature.

What bull markets hide from investors
Bull markets make every strategy look smart — until they end. Learn what they hide and how to protect your portfolio when the trend reverses.