Blog

New feature: Carry forward loss

by Doug Morris, CEO, Sharesight | Dec 17th 2013

Based on your comments in the Sharesight Client Forum, we’ve built and released a new carry forward loss feature found on the Capital Gains Tax report for Australian clients and on the Traders Tax report for New Zealand users.

This new feature allows Sharesight Retail and Pro clients to enter a carry-forward amount from the previous reporting period ($) that can now be included in the current report totals. You’ll find the amount towards the bottom of the reports as a dedicated line item. Currently this value is not saved and must be re-entered when you re-run the report.

Carry Forward Loss

Carry Forward Loss

Carry-forward feature on AU CGT report, example shows a carry-forward loss of $1,000

Ideas for future enhancements include:

  1. Saving the carry-forward value against each financial year so that the amount is pre-populated when you re-run the historical report. This could get tricky as currently the report date range and lock periods are not restricted to a financial year.

  2. Pre-populating the carry-forward amount if a CGT loss was calculated in the previous financial year (this is probably only useful if you don't have CGT gains/losses outside of your Sharesight portfolio).

As always we're keen to get your feedback!

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4 ways to prepare your investment portfolio for retirement

by Stephanie Stefanovic | May 16th 2024

In this blog, we discuss retirement planning for investors, including four important factors every investor must consider.

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Evaluate your investment returns with the performance report

by Stephanie Stefanovic | May 13th 2024

One of Sharesight’s most popular reports, the performance report gives you the full picture of your portfolio’s returns over any chosen period.

Product updates May24

Sharesight product updates – May 2024

by Ben Clendon | May 2nd 2024

This month's focus was on expanding our broker support and streamlining the customer onboarding journey, as well as additional reporting and holding functions.