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

The investor's guide to IPOs: Risks, rewards and strategies
Discover when to invest in IPOs, how to approach them strategically, and how Sharesight helps you track and optimise your performance.

ETF overlap: How to uncover and manage hidden concentration risk
Understand ETF overlap and concentration risk through a real-world example — and see how Sharesight’s exposure report helps you uncover and avoid hidden risks.

Investing after Brexit: Managing risk through diversification
Discover how UK investors can adapt their portfolio strategy and tracking tools to stay resilient in the post-Brexit investment landscape.