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An overview of Sharesight's key features

Sold Securities Report

The sold securities 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.

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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. Your shareholdings are listed here and divided into subsections for each market. This section shows ASX securities. Your shareholdings are listed here and divided into subsections for each market. This section shows NASDAQ securities. Total portfolio returns are shown here and analysed by capital gain, dividends, and currency gain 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.