Sharesight Reporting Tools

One of the benefits of using Sharesight is being able to access a variety of reporting tools for performance and tax purposes.

Here’s an overview of each report along with its available settings and options. Remember that you can export all Sharesight reports to PDF, Excel spreadsheet, or Google Sheets.

• The Performance Report
• The Taxable Income Report (aka The Dividend Report)
• The Contribution Analysis Report (aka The Performance Attribution Report)
• The Diversity Report (aka The Asset Allocation Report)
• The Future Income Report (aka The Upcoming Dividends Report)
• The All Trades Report (and how to back up your portfolio)
• The Sold Securities Report
• The Historical Cost Report
• The Capital Gains Tax (CGT) Report
• The Unrealised Capital Gains Tax (CGT) Report
• The Multi-Currency Valuation Report
• The Multi-Period Report

Portfolio Management with Sharesight