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