My accountant was wanting to compare the monthly statements received from the Financial institutions I deal with to my Sharesight matching portfolios. The help desk has no idea what I am talking about. Any ideas?
Hi @crisilton thanks for the message. Can you tell me what kind of information do you need in the monthly statement? Are you after portfolio value, monthly gains/losses, holdings as at end of the month etc? Most of these can be obtained from the Performance Report.