Sharesight Help Centre

Introduction

The Overview Page provides a summary of every share in the portfolio. Each share in the Overview Page has its own individual Share Details Page where additional information is provided. By clicking on a share in the list you will be taken to the Share Details Page. If you want to add a new share to the portfolio click the ‘Add New Share’ button, which will take you to the Add New Share Form.

Note that return figures on the Overview Screen relate to currently held shares only, sold shares are reported separately in the Sold Shares Report.

Title Bar

The Title Bar gives the name of the portfolio and figures showing the Current Value, Total Return and Total Return p.a.

Current Value is the value of the portfolio based on today’s share prices.

Total Return is the total return in $ that has been achieved as at today. It includes capital gains, dividends received and allows for the impact of currency movement on overseas shares. It is calculated since the first purchase date recorded for shares in the portfolio.

Total return p.a. is the annualised percentage return that achieved across the whole portfolio. A weighted average formula is used to account for the different values and time periods that each shareholding has been owned.

Show Performance Selector

The Show Performance Selector allows you to choose the time period over which you wish to see the returns calculated and indicate whether you wish to view returns in $ or as a % p.a. The selection criteria applies to the Summary Bar and the Shares Table.

Summary Bar

Using the Summary Bar you can see the contribution made by capital gains, dividends and currency movement in numeric and graph form. Clicking the change link on the graph changes the type of graph that is displayed.

Shares Table

The Shares Table contains two sections one for Australian shares and one for NZ shares. Click on any column heading to reorder the table by the contents of that column. For example click on ‘Capital Gain’ and the table will be ordered by capital gains in descending order. Click on the column again and the order will reverse.