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:
And definitely the Diversity Report, which will show you asset allocation on your terms: