Hi there, any chance we can see a demo of the multi-period report? I can see it’s in beta for the Expert plan but not Investor.

Hi @jrobertson66 , Welcome to the Community. I’ll check with our product team but I’m sure if there is enough interest we can organise this.

Hi @jrobertson66 , we’ve put a little demo together that you can find in this thread: [image] Sharesight's new Multi-Period Report Discussions & news We’ve just launched our brand new Multi-Period Report! partying_face This report, available to Sharesight Pro & Expert use…

Demo of the Multi-Period Report

Sharesight features

Jack_Sharesight 5 October 2021 21:10 3

Hi @jrobertson66, we’ve put a little demo together that you can find in this thread:

Topic		Replies	Views
Sharesight's new Multi-Period Report Discussions & news	0	453	5 October 2021
Multi-Period Report New feature ideas	3	620	20 August 2025
Custom performance date ranges & rolling periods New feature ideas	2	598	4 July 2022
Year End totals Sharesight features	4	554	10 February 2022
Benchmarks on Performance report New feature ideas	0	287	28 February 2024

Demo of the Multi-Period Report

Related topics