Blog

Tip #10 - How well your share portfolio is performing?

by Tony Ryburn, Executive Chairman, Sharesight | Jul 16th 2013

Every week we post a tip that we hope will help you become a successful share market investor.

Tip #10 — How well your share portfolio is performing?

It’s a bizarre fact of life that we all invest in the share market to maximise our returns but few of us have any real idea how well our individual shareholdings are performing, let alone our total portfolio. That’s because the calculations are pretty daunting. Figures need to include price changes as well as dividends and allow for currency movements on any foreign shares. To be useful the figures also need to be available over any date range and that means you need an enormous amount of data at your fingertips even for a small portfolio. Fortunately there are online share tracking systems that will give you the true story on your portfolio.

This information is not a recommendation nor a statement of opinion. You should consult an independent financial adviser before making any decisions with respect to your shares in relation to the information that is presented in this article.

FURTHER READING

Top Trades October 2026

October top trades: Investors buy the AI selloff

by Jen Robson | Nov 5th 2026

The Nasdaq had its worst month since March 2025 and Sharesight investors bought the dip. See October’s most traded shares, from NVIDIA to NextDC.

Calculate performance on cash accounts with Sharesight

Your complete portfolio performance: Product updates, October 2026

by Milly Brent | Oct 28th 2026

This month we added cash account performance, Australian funds composition data, faster custom investment price imports, and upgraded several reports.

Woman checking her Sharesight account on her mobile phone

Same foundations, different convictions: how Australian men and women really invest

by Stephanie Stefanovic | Oct 27th 2026

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.