Performance Report
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.
Your complete portfolio performance: Product updates, October 2026
This month we added cash account performance, Australian funds composition data, faster custom investment price imports, and upgraded several reports.
Same foundations, different convictions: how Australian men and women really invest
Sharesight data shows Australian men and women share the same core ETFs – but women lead on ethical investing and buy-and-hold, while men trade more actively.
What AI gets wrong about your clients’ portfolios
What ChatGPT and AI assistants miss when evaluating a real investment portfolio, and how advisers can respond. Acknowledge, verify, add context and document.