New feature: Charting improvements
We have some exciting Sharesight enhancements in the works regarding portfolio analytics (includes benchmarking!). Now, in order to lay some of the groundwork we've made some big improvements to the charting feature on the Portfolio Overview page, which are now available.
First, your holdings are now split out by the market they belong to. Each colour corresponds to the ASX, NZX, NYSE, LSE, and so forth. If you move your mouse across the chat, you'll see crosshairs, which display a date, a total portfolio value, and the commensurate values for each market.

Just below the chart, you'll also notice a colour key. If you click on a market, it will be hidden from your chart dynamically. This is a handy way to isolate holdings from a particular market.

We've also introduced a line charting option. Again, this is in preparation for a few more features down the track (line charts being more flexible than area charts for plotting disparate investment types).

And don't forget about the growth chart either. This one is our favourite as it shows the contribution (or detraction) of capital gains/losses, dividends, and currency. Expect lots more in the way of portfolio decomposition in the future!

FURTHER READING

Tax loss selling for Australian investors
A tax loss selling strategy can offset some of the capital gains you incurred during the year. Sharesight's unrealised CGT report can help.

EOFY checklist for Australian investors
Are you missing an EOFY opportunity? There’s still time to assess your investment portfolio and take advantage of the time left before 30 June.

Sharesight product updates – April 2026
This month's focus was on expanding US bond coverage, adding Apple/Google Pay, launching a rebuilt Australian CGT report and simplifying dividend recording.