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Tools

Tools

Sharesight reports overview
Performance Report
Exposure Report
Diversity Report
Historical Cost Report
Multi-Currency Valuation Report
Multi-Period Report
Drawdown Risk Report
Future Income Report
Calendar Report
Contribution Analysis Report
Share Checker — compare hypothetical investments
Return calculation
Open Positions and Open & Closed Positions
Interpreting the return index graph
Opening Balance
Fresh and Recycled Capital
Simple and compound calculation
Absolute and annualised return
Components return
Reports (New Zealand)
Exporting a report