Announcing Custom Groups

by Doug Morris

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 portfolio holdings are grouped. Custom Groups - Featured 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:Custom Groups #1 - SharesightCustom Groups #2 - Sharesight

Once you’ve customised your groups we recommend applying them to the Portfolio Overview and Performance Report pages:

Custom Groups #3 - Sharesight

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

Custom Groups #4 - Sharesight