BlogSharesight Features & Tips

Sales & Acquisitions Report

by Scott Ryburn, CTO, Sharesight

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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