Could someone tell me how to export consolidated monthly portfolio performance data (capital gain, dividends, currency gains, total return) over the life of the portfolio so I can analyze, report and/or graph the performance of a portfolio in more detail. Thanks Troy
Hi there,
You can use a performance report and set the desired date range to get all these information. You can also download them in pdf and excel file.
Please reach out to us at support@sharesight.co.nz if you require further help in this.
Thanks