Subscribe with RSS
Follow us on TwitterReport Improvements
Posted by Scott Ryburn on July 21, 2010
The latest Sharesight update includes some improvements to both the Performance Report and the Sold Shares Report.
The Performance Report now has an option to specify whether you would like to include or exclude the imapct of sold shares in the return calculations. With the ‘include sold shares’ option unchecked, the report will display the performance of currently held shares only. With the include sold shares option selected the realised gains / losses on sold shares will also be included in the performance calculations.
The Performance Report can be run over any date range of your choice. The ‘price’ ‘quantity’ and ‘value’ columns display this information as at the end date of the report.
We have also added a date range selector to the Sold Shares Report. The Sold Shares Report shows the total retun on any sales that have occured within the specfied date range.
