Blog

Performance & tax reports now in XLSX format

by Angela Thompson, Senior Digital Marketing Manager, Sharesight | Oct 29th 2015

Once your historical trading or opening balance data is loaded into Sharesight, the next step is running powerful performance and tax reports. And while most people are happy to simply view these reports within the Sharesight app, others also like to download the spreadsheet or PDF reports and archive or print them out. This is especially the case for our Pro clients, who appreciate being able to customise the reports with their company brand and contact information.

Performance & tax reports now in XLSX format

Up until now, Sharesight’s spreadsheet reports could only be opened in Microsoft Excel - an issue for individual investors who didn’t own Microsoft Excel (and didn’t want to shell-out the $100 or so to buy it). The good news for these clients is that our developers have recently switched to the OpenXML (XLSX) format. This file extension can be opened on multiple spreadsheet applications, including Microsoft Excel and many free platforms including Apple Numbers, Google Sheets, LibreOffice, and OpenOffice.

Got ideas on how to make Sharesight even better? Get in touch via our forum -- we’d love to hear from you!

FURTHER READING

Morningstar FY25 analysis

Morningstar analyses Australian investors' top trades of FY25

by Shani Jayamanne | Jul 1st 2025

In this article, Morningstar reviews the key events of FY25 and shares three stocks their analysts are watching closely.

SIAA Conference

Key takeaways from SIAA 2025: Trends, insights & industry highlights

by Stephanie Stefanovic | Jun 30th 2025

We summarise the key takeaways from the 2025 SIAA conference in Sydney, covering industry insights, market trends and the future of financial advice.

Data protection

5 ways Sharesight keeps your data safe

by Ben Clendon | Jun 22nd 2025

Here at Sharesight, we maintain constant vigilance around cyber security. In this blog, we discuss five ways Sharesight keeps your data safe.