Excel exports now available
Excel exports are now available on all of the pages under the Sharesight reports menu - look for the new Excel icon (and also the new print icon) in the top right corner of the reports.
The Excel sheets contain formulas to calculate totals where appropriate so this will make it really easy to add new rows into the spreadsheets if you need to. The Excel export files are compatible with the following versions of Microsoft Excel:
- Excel XP, 2003 and 2007 for Windows
- Excel 2004 or 2008 for Mac OS X
Thanks to our beta group customers for the testing and feedback.
FURTHER READING

How to create a balanced share portfolio
Discover what makes a balanced share portfolio, how different asset classes contribute to stability and growth, and the pros and cons of each investment type.

Sharesight product updates – February 2025
This month, we focused on reports, launching the new drawdown risk report and improving the contribution analysis and historical cost reports.

Why Sharesight is the best multi-asset portfolio tracker
We explore how Sharesight helps you stay on top of your portfolio, optimise your performance and set yourself up for a successful year of investing.