Blog | Product features

Custom groupings, display options, more chart improvements

by Doug Morris, CEO, Sharesight | Sep 30th 2014

We recently released improvements to our charting package, and hinted at more improvements to come regarding analytics and display options. Today, we released three additional features: custom groupings, the ability to display your returns in dollars or percentage throughout the application, and even more improvements to charting.

Custom Groups

Many of you asked for options around how to display your portfolio holdings. Previously, our (locked) default was by market participation. Now you have a choice between: Market, Industry Classification (GICs), Investment Type, Country, or a Do Not Group option.

Sharesight Custom Grouping

This setting can be found in the Advanced Options menu, which is new. We've added a link to this menu on the Portfolio Overview page and on all of the Reports pages. Once you've made your selection, click "Apply", and your grouping of choice will be carried throughout the application - from the home page to the reports. This setting will also change the groupings of the charts. We think these five options are a good start, but expect more in this area later in 2014.

Custom Groupings - featured

Performance Display Options

While we've always allowed you to display figures in dollars or percentage, this was limited to certain parts of the application and didn't carry through the entire product. And it required a refreshing or reloading of any page where you made a change. We've greatly improved this by adding a "$/%" toggle button in the heading of every data table on Sharesight. Plus, we do the calculations for both settings behind the scenes, which means there's no delay when you switch back and forth.

Sharesight Custom Grouping

Further Charting Improvements

We've also made two minor improvements to charting on the Portfolio Overview page which will save you time. We've moved the chart type drop-down menu to the left side of the page so it's grouped with the other display option settings. And we've eliminated the "Go" button. Now when you make a change to any setting the change will be applied immediately. Less clicks = better experience!

Sharesight Custom Grouping


InstructAnt Sharesight AdviserLogic testimonial2
Case studies

How InstructAnt improves client service with Sharesight and AdviserLogic

by Diana Ioppolo | Sep 20th 2023

We talk to InstructAnt, a small accounting and financial planning firm that uses the Sharesight/AdviserLogic integration to improve client service.

Australian ETF components 2022-2023
Product features

Australian ETF distribution components now available for FY22/23

by Stephanie Stefanovic | Sep 10th 2023

Sharesight now has updated ETF distribution component information for the FY22/23 Australian tax year for most Australian ETFs.

Sharesight product updates September 2023
Product updates

Sharesight product updates – September 2023

by Ben Clendon | Sep 8th 2023

Major updates for the past month include the rollout of our new exposure report, plus support for five new brokers and over 80,000 Luxembourg funds.