Sharesight Help Centre

Introduction

The sold shares report shows the returns on shares that have been sold and are therefore no longer part of the current portfolio. The report lists each shareholding that has been sold along with summary return information for each one. By clicking on a share in the list you will be taken to the share details screen where you can edit any information if required.

Display Returns Selector

The Display Returns Selector allows you to choose whether you wish to view returns in $ or as a % p.a. The selection criteria applies to the Sold Shares Table.

Sold Shares Table

The Sold 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.
Sub totals are provided at the bottom of each section and a grant total is provided at the bottom of the table.