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Published 20 hours ago • verified publisher icon KapJI

Sharesight file formats

Open nsratcliffe opened this issue 2 years ago • 4 comments

Hi there, I'm trying to use cgt-calc with Sharesight files. However, when I export files from Sharesight (AlltradesReport and taxable_income report) they are downloaded as .xlsx files (not .csv) and the format bears no resemblance to the example files you provide. Can you please check or given instruictions for how to download from sharesight the files in the correct .csv formats. Many thanks

nsratcliffe avatar Sep 08 '22 20:09 nsratcliffe

I've never used Sharesight, was the format changed recently? Maybe @danielkza can comment?

KapJI avatar Sep 10 '22 18:09 KapJI

I've never used Sharesight, was the format changed recently? Maybe @danielkza can comment?

I'm not sure. I can supply example file if it would help...

nsratcliffe avatar Sep 12 '22 16:09 nsratcliffe

I've never used Sharesight, was the format changed recently? Maybe @danielkza can comment?

I'm not sure. I can supply example file if it would help...

Actually it seems things have changed - relative to the example files you provide. In the All Trades Report the following column headings are different:

Price instead of Price * Brokerage instead of Brokerage * Brokerage Currency instead of Currency

HTH

nsratcliffe avatar Sep 12 '22 17:09 nsratcliffe

I guess we need someone who uses Sharesight to fix this.

KapJI avatar Jan 22 '23 23:01 KapJI