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.
How InstructAnt improves client service with Sharesight and AdviserLogic
We talk to InstructAnt, a small accounting and financial planning firm that uses the Sharesight/AdviserLogic integration to improve client service.
Australian ETF distribution components now available for FY22/23
Sharesight now has updated ETF distribution component information for the FY22/23 Australian tax year for most Australian ETFs.
Sharesight product updates – September 2023
Major updates for the past month include the rollout of our new exposure report, plus support for five new brokers and over 80,000 Luxembourg funds.