Diversity report now available!
Our new Diversity Report feature is now available to Expert plan and Sharesight professional partners.
We know that for many of our customers being adequately diversified is an important part of their investment strategy. To help you do this we have developed a portfolio diversity report that provides a detailed breakdown of your investments by industry classification, investment type (shares, options, funds etc), market, and country, along with a graphical view in the form of a pie chart.
Our Australian customers will find this report invaluable for meeting their SMSF reporting requirements.
As with all reports, you can run the Diversity report based on any date and export all of the data into an Excel spreadsheet.
FURTHER READING
Time-weighted vs. money-weighted rates of return
We explain the difference between time and money-weighted returns, and why Sharesight uses the money-weighted method to track portfolio performance.
Australian ETF distribution components now available for FY24/25
Sharesight now has updated ETF distribution component information for the FY24/25 Australian tax year for most Australian ETFs.
ASX murder club: Inside reporting season
Marcus Today covers an ASX reporting season where icons like CSL, Woolworths and Domino’s tumbled on missed forecasts and weak outlooks.