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

Sharesight users' top 20 trades – June 2025
Welcome to the June 2025 edition of Sharesight’s monthly trading snapshot, where we look at the top buy and sell trades by Sharesight users in all markets.

Top SMSF trades by Australian Sharesight users in FY24/25
Welcome to our annual Australian financial year trading snapshot for SMSFs, where we dive into this year’s top trades by Sharesight users.

Top trades by Australian Sharesight users in FY24/25
Welcome to the FY24/25 edition of our Australian trading snapshot, where we dive into this financial year’s top trades by Sharesight users.