Running reports

Sharesight contains a number of reports that you can run against your portfolio.

All reports may be viewed on screen or downloaded as a PDF or spreadsheet in OpenDocument XLSX format, which can be opened on multiple spreadsheet applications including Microsoft Excel, Apple NumbersGoogle SheetsLibreOffice, and OpenOffice.

The reports generally fall into two categories: compliance reports and portfolio management reports. Compliance reports include the CGT Report, Taxable Income Report and Historical Cost Report. Portfolio management reports include the Performance Report, the Sold Shares Report, and the Diversity Report. Because the reports are designed for different purposes, there are some subtle differences between the two, for example the taxable income reports report dividends based on their paid date whereas the performance report includes dividends based on the dividend ex-date.