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Sharesight

You will need:

  • Exported transaction history from Sharesight. Sharesight is a portfolio tracking tool with support for multiple brokers.
  • You will need the "All Trades" and "Taxable Income" reports since the beginning. Make sure to select "Since Inception" for the period, and "Not Grouping".
  • Export both reports to Excel or Google Sheets, save as CSV, and place them in the same folder.
  • See example.

Comments:

  • Sharesight aggregates transactions from multiple brokers, but doesn't necessarily have balance information. Use the --no-balance-check flag to avoid spurious errors.

  • Since there is no direct support for equity grants, add Stock Activity as part of the comment associated with any vesting transactions - making sure they have the grant price filled (see example).

Example usage for the tax year 2024/25:

cgt-calc --year 2024 --no-balance-check --sharesight-dir sharesight_trxs_dir/