Open Sharesight reports directly in Google Sheets
Following on from our update to provide reports in OpenXML format, we have additionally enabled support for opening reports directly in Google Sheets, where you can edit them online. These documents are automatically stored in your Google Drive account, where you can access them again in future.
To open a report directly in Google Sheets, click on the Google Drive icon next to the Excel and PDF icons on all Sharesight reports:
To use this feature for the first time, you will be prompted to sign in to your Google account and authorise Sharesight to create files in Google Drive. If you have multiple Google accounts, you will be asked to select the Google Drive account in which you wish to open the report:
Click “Allow” to authorise Google to open your report in Google Sheets:
Your report will then open in Google Sheets , where it will be automatically saved and can be edited directly:
Please let us know in the Sharesight forum if you experience any issues or would like to provide 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.