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
What AI gets wrong about your clients’ portfolios
What ChatGPT and AI assistants miss when evaluating a real investment portfolio, and how advisers can respond. Acknowledge, verify, add context and document.
September top trades: Microsoft bounces back, Apple cools and New Zealanders keep buying
Microsoft buys rebounded, Apple fell from #2 to #12 and New Zealanders bought the most. See what Sharesight investors traded in September 2026.
Product updates - September 2026
See what’s up and what’s down at a glance with our new gains & losses toggle, and more product improvements. It’s all in Sharesight’s September update.