Blog

Performance Report

by Scott Ryburn, CTO, Sharesight | Jul 8th 2008

The Performance Report is now available to users on the Sharesight Investor and Expert plans. The performance report shows similar information to the portfolio overview page, however it allows you to select both a start and end date so that you can view the performance of your portfolio over any date range.

As with other Sharesight pages you can switch between displaying dollar returns and annualised percentages. The new performance report can be found under the reports menu when logged into Sharesight.

Sharesight Performance Report

Bull market investing

What bull markets hide from investors

by Marcus Padley | Oct 8th 2025

Bull markets make every strategy look smart — until they end. Learn what they hide and how to protect your portfolio when the trend reverses.

Sharesight exposure report

See what’s inside your ETFs with Sharesight’s exposure report

by Stephanie Stefanovic | Oct 3rd 2025

Understand your true portfolio exposure, see what’s inside your ETFs and make informed decisions with Sharesight’s exposure report.

Financial advisers top client mistakes

Top 10 mistakes financial advisers make with their clients

by Stephanie Stefanovic | Oct 3rd 2025

In this article, we discuss the 10 most common mistakes that financial advisers make with their clients (and how to avoid them).