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
Product updates - September 2026
See what’s up and what’s down at a glance with our new gains & losses toggle, and more product improvements. It’s all in Sharesight’s September update.
August top trades: Apple ⬆️, Microsoft ⬇️ and Australians trade close to home 🇦🇺
Deep dive into the shares, stock and ETFs Sharesight’s investors bought and sold through August 2026, and stay up with the latest share trading trends.
Sharesight product updates – August 2026
This month's focus was on support for the Taipei Stock Exchange, franking credit estimates for Australian ETFs and a range of report improvements