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
Sharesight product updates – July 2026
This month, we rolled out a new CGT breakdown schedule on the Australian CGT report, expanded cash reporting with multi-currency, per-broker accounts, and more.
Save time and money by sharing your portfolio with your accountant
It's easy to save time and money at tax time by sharing access to your Sharesight portfolio with your accountant. Keep reading to learn more.
Morningstar analyses Australian investors' top trades of FY26
Morningstar analyses Australian Sharesight users' top trades of FY25/26. Keep reading to see some of the most notable picks from the year.