Announcing Custom Groups
The lens through which an investor views their portfolio varies based on their objectives, investment philosophy, and even where they live. That's why we've built a new feature that allows clients to fully customise how their Sharesight portfolio holdings are grouped.
Custom Groups is a user-driven option and is available in addition to the standard Market, Country, Sector, Industry, and Investment Type options.
You'll find Custom Groups within Account Settings > My Custom Groups:
Once you've customised your groups we recommend applying them to the Portfolio Overview and Performance Report pages:
And definitely the Diversity Report, which will show you asset allocation on your terms:
FURTHER INFORMATION
- Community Forum -- Custom Groups
- Blog -- Asset Allocation Reporting in Sharesight
- Blog -- Announcing the Contribution Analysis Report
- Help -- Custom Groups
See upcoming dividends and future income estimates with Sharesight
This article will discuss why it’s important to track your dividend income, and how you can do that with Sharesight’s future income report.
Sharesight product updates – August 2025
This month’s focus was on future income report updates, infrastructure upgrades, new support for warrants & derivatives, and expanded broker support.
Save time and money by sharing your portfolio with your accountant
It's easy to save time and money at tax time by sharing access to your Sharesight portfolio with your accountant. Keep reading to learn more.