Diversity report now available!
Our new Diversity Report feature is now available to Expert plan and Sharesight professional partners.
We know that for many of our customers being adequately diversified is an important part of their investment strategy. To help you do this we have developed a portfolio diversity report that provides a detailed breakdown of your investments by industry classification, investment type (shares, options, funds etc), market, and country, along with a graphical view in the form of a pie chart.
Our Australian customers will find this report invaluable for meeting their SMSF reporting requirements.
As with all reports, you can run the Diversity report based on any date and export all of the data into an Excel spreadsheet.
FURTHER READING

You can time the market – and ETFs are the way to do it
Marcus Today founder and director Marcus Padley discusses timing the market, and how investors can do this using exchange-traded funds (ETFs).

Morningstar analyses Australian investors’ top trades: Q1 2025
Morningstar reviews the top 20 trades by Australian Sharesight users in Q1 2025, and reveals where their analysts see potential opportunities.

Sharesight product updates – April 2025
This month's focus was on improving cash account syncing, revamping the future income report and enabling Apple login functionality.