Report improvements
The latest Sharesight update includes some report improvements to both the Performance Report and the Sold Shares Report.
The Performance Report now has an option to specify whether you would like to include or exclude the impact of sold shares in the return calculations. With the 'include sold shares' option unchecked, the report will display the performance of currently held shares only. With the include sold shares option selected the realised gains / losses on sold shares will also be included in the performance calculations.
The Performance Report can be run over any date range of your choice. The 'price' 'quantity' and 'value' columns display this information as at the end date of the report.
We have also added a date range selector to the Sold Shares Report. The Sold Shares Report shows the total return on any sales that have occurred within the specified date range.
See upcoming dividends and projected future income with Sharesight
This article will discuss why it’s important to track your dividend income, and how you can do that with Sharesight’s future income report.
Sharesight product updates – August 2025
This month’s focus was on future income report updates, infrastructure upgrades, new support for warrants & derivatives, and expanded broker support.
Save time and money by sharing your portfolio with your accountant
It's easy to save time and money at tax time by sharing access to your Sharesight portfolio with your accountant. Keep reading to learn more.