Sales & Acquisitions Report

by Scott Ryburn, CTO, Sharesight | Nov 6th 2007

Updates to Sharesight this week include the new addition of the Sales and Acquisitions report.

The Sales and Acquisitions report is designed to show opening and closing balances at cost price. This report is particularly useful for anyone holding shares under a company or family trust that is required to prepare annual accounts each year. The report also includes a ‘market value’ column to allow a quick comparison between cost price and market value at the end of the chosen period.

Sales & Acquisitions Report

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Import RBC Direct Investing trades to Sharesight

by Stephanie Stefanovic | Jul 14th 2024

If you’re a Canadian investor trading with RBC Direct Investing, you can easily import your trading data to your Sharesight portfolio.

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This month's focus was on expanding our broker and crypto support, improvements to billing and the introduction of the new holdings page to consolidated views.

Taxable income report for Australian investors

Taxable income report for Australian investors

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Sharesight's taxable income report is designed to meet the needs of Australian investors filing tax returns for the ATO.