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Investment reports for co-operative members

Access and download reports showing your business’s transactions.

Sharesies Help avatar
Written by Sharesies Help
Updated today

Transaction report

Download a transaction report (CSV) of your business’s buy and sell transactions.

You can use this to manually integrate your data with share tracking software, or your own investment tracking spreadsheet.

How to download your transaction report

  1. Log in to Sharesies.

  2. Go to your investment portfolio > Manage > Download reports.

  3. Choose the period you would like a report for.

  4. Select ‘Export report’ to save or download the report.

We may make more types of reports available in the future.

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