Tour

An overview of Sharesight's key features

Performance Report
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The Performance Report provides a summary of every share in the portfolio. The Performance Report can be run over any date range and returns can be viewed in dollars or as annualised percentages. The performance report allows you to view the performance of your total portfolio (including shares sold during the period) or currently held shares only. By creating and applying labels against your shares you can run the performance report across different subsets of shares within your portfolio.

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You can choose the period over which your returns are to be calculated. You can view the returns in $ or %p.a. Label your shares and use filters to report on subsets within your portfolio. Your shareholdings are listed here and divided into subsections for each market. This section shows ASX shares. Your shareholdings are listed here and divided into subsections for each market. This section shows NASDAQ shares. Total portfolio returns are shown here and analysed by capital gain, dividends, and currency gain. Choose to report on currently held shares only or total performance including gains on sales. Print the report or export a full copy of the report to an Excel spreadsheet. Clicking on a column heading will sort the report by the column of your choice.