New functionality for Consolidated Views
We recently expanded the functionality of the Consolidated Views feature within Sharesight. Read on to learn what’s changed, and how to leverage these changes to gain additional insights into your investment portfolios.
What is a Consolidated View?
The Consolidated View feature allows you to “group” multiple portfolios within Sharesight and run a selection of reports across them:
For more information on Consolidated Views (including the differences between a Portfolio and a Consolidated View), visit our help page on Using Consolidated Views.
What’s changed?
Once you’ve created a Consolidated View, you may then:
1 -- Group by Portfolio
This expanded functionality allows you to easily compare the performance of portfolios at a glance, without having to switch back and forth between them.
From the Portfolio Overview page, select “Group by: Portfolio” from the advanced options menu:
This will chart your consolidated, as well as individual portfolios:
It will also group your holdings by portfolio, and display their individual returns:
The "Group by Portfolio" setting is also now available on the following reports:
2 -- Run a Contribution Analysis Report
You may now also run a Contribution Analysis Report on a Consolidated View:
Previously unavailable for Consolidated Views, the Contribution Analysis Report provides insights into the drivers of your portfolio’s performance, be they particular stocks, assets, or exposure to certain countries, sectors, or industries. In the example above, we’re learning which sectors have had the biggest impact on our family’s consolidated portfolio returns.
For more information on this feature, visit our Contribution Analysis Report help page.
Sign-up for a FREE Sharesight account, then upgrade to try the premium features mentioned in this article.
FURTHER READING
Why client performance conversations are harder than they should be
Client confidence isn't just a function of investment performance. Here's how answering performance questions with precision builds stronger trust.
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.