Sold Shares Report
In the latest Sharesight update we have put some finishing touches on the Sold Shares Report which includes links back to the Share Details page for each share on the report. This is really handy if you need to edit historic dividend or trade details for a share that you have sold out of.
The sold shares report shows capital, dividend, and currency gains associated with shares that have been sold and are therefore not reported under your current holdings. As with the main portfolio page, the return figures in the report may be displayed in dollars or as annualised percentages.
Other recent changes include the addition of a quantity column on the main portfolio page to show the total quantity of shares owned for each holding (by popular demand!). Thanks to everyone who has provided feedback, and please keep it coming!
Track your Webull trades with Sharesight
If you trade via Webull, you can automatically import your trading data to Sharesight, making it easy to track the performance of your investment portfolio.
How InstructAnt improved 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.