New functionality for Consolidated Views

by Angela Thompson, Senior Digital Marketing Manager, Sharesight | Nov 9th 2017

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.

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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:

Embedded content: Using Consolidated Views - Sharesight Portfolio Management

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:

screenshot - Group by Portfolio - Menu

This will chart your consolidated, as well as individual portfolios:

screenshot - Group by Portfolio - Chart

It will also group your holdings by portfolio, and display their individual returns:

screenshot - Group by Portfolio - Holdings

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:

screenshot - Consolidated View - Contribution Analysis Report

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.


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