Hi!
I was wondering if any more experienced users might have come across the problem I’m having.
I can see my three portfolios in Sharesight and can run both CGT and Taxable income reports for the main one, a joint account with my wife. For the other two portfolios, , I cannot run reports. Actually, to be accurate, I can run the reports but, while I know that both have had trades and income, both smaller portfolios return no result.
I would be very appreciative if you could help me with this. Any ideas on what I might be doing wrong?
Cheers
Tom