Access your EOFY Trading Statement, review your portfolio performance and prepare for the end of financial year with tools from CMC and Sharesight.
Your EOFY Trading Statement
Your EOFY Trading Statement provides a summary of your trading activity for the financial year, bringing together key information from your CMC Invest account to support your EOFY review and reporting.
What your EOFY Trading Statement includes:
A summary of your trading activity for the financial year
Buy and sell trades, including dates and execution prices
A snapshot of your holdings as at 30 June
Details of any international dividends received
How to access your EOFY Trading Statement
1. Log in to your web platform
2. Navigate to Account > Statements > EOFY Trading Statement
3. Select the relevant financial year report
While the EOFY Trading Statement is a helpful resource, we can’t guarantee its accuracy or completeness. Please review the details carefully and consult a qualified accountant for tax filing purposes.
Sharesight Portfolio Manager
We've partnered with Sharesight for portfolio tracking and performance analysis, giving you a clearer view of your returns and overall investment performance.
Sync your trades and they will automatically flow into Sharesight, giving you an easy way to access portfolio reporting.
You'll be able to track up to 10 holdings on a complimentary free plan, with the option to upgrade to a more comprehensive paid plan.*
Sharesight performance
Sharesight can track the performance of your overall portfolio and individual holdings, all in one place.
Capital gains, dividends, and currency movements are all shown in dollars and annualised percentages.*
Get all the information you need for comprehensive performance analysis in one integrated view.
To link Sharesight with your Invest account, simply log into the web platform and go to ‘Account’ > ‘Tax Portfolio & Reporting'.
*Note
Features and functionality may be updated or modified by Sharesight without prior notice. Some advanced functions, such as tax reporting, may incur charges. Please refer to Sharesight’s website for details.
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