Blog

Performance & tax reports now in XLSX format

by Angela Thompson, Senior Digital Marketing Manager, Sharesight | Oct 29th 2015

Once your historical trading or opening balance data is loaded into Sharesight, the next step is running powerful performance and tax reports. And while most people are happy to simply view these reports within the Sharesight app, others also like to download the spreadsheet or PDF reports and archive or print them out. This is especially the case for our Pro clients, who appreciate being able to customise the reports with their company brand and contact information.

Performance & tax reports now in XLSX format

Up until now, Sharesight’s spreadsheet reports could only be opened in Microsoft Excel - an issue for individual investors who didn’t own Microsoft Excel (and didn’t want to shell-out the $100 or so to buy it). The good news for these clients is that our developers have recently switched to the OpenXML (XLSX) format. This file extension can be opened on multiple spreadsheet applications, including Microsoft Excel and many free platforms including Apple Numbers, Google Sheets, LibreOffice, and OpenOffice.

Got ideas on how to make Sharesight even better? Get in touch via our forum -- we’d love to hear from you!

FURTHER READING

Custom groups

8 ways to use Sharesight's custom groups feature

by Ricky Yeo | Apr 23rd 2025

This blog explains our custom groups feature, including strategies that can help you gain deeper portfolio insights and make more informed investing decisions.

Timing the market with ETFs

You can time the market – and ETFs are the way to do it

by Marcus Padley | Apr 15th 2025

Marcus Today founder and director Marcus Padley discusses timing the market, and how investors can do this using exchange-traded funds (ETFs).

Morningstar analysis Q1 2025

Morningstar analyses Australian investors’ top trades: Q1 2025

by Mark LaMonica, Morningstar Director of Personal Finance | Apr 9th 2025

Morningstar reviews the top 20 trades by Australian Sharesight users in Q1 2025, and reveals where their analysts see potential opportunities.