Exporting of monthly performance data

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.