Blog

New feature: Charting improvements

by Doug Morris, CEO, Sharesight | Sep 9th 2014

We have some exciting Sharesight enhancements in the works regarding portfolio analytics (includes benchmarking!). Now, in order to lay some of the groundwork we've made some big improvements to the charting feature on the Portfolio Overview page, which are now available.

First, your holdings are now split out by the market they belong to. Each colour corresponds to the ASX, NZX, NYSE, LSE, and so forth. If you move your mouse across the chat, you'll see crosshairs, which display a date, a total portfolio value, and the commensurate values for  each market.

charting improvements - featured

Just below the chart, you'll also notice a colour key. If you click on a market, it will be hidden from your chart dynamically. This is a handy way to isolate holdings from a particular market.

Charting Improvements

We've also introduced a line charting option. Again, this is in preparation for a few more features down the track (line charts being more flexible than area charts for plotting disparate investment types).

Charting Improvements

And don't forget about the growth chart either. This one is our favourite as it shows the contribution (or detraction) of capital gains/losses, dividends, and currency. Expect lots more in the way of portfolio decomposition in the future!

Charting Improvements

FURTHER READING

Big Tech and banks

No rush to buy – Big Tech and banks hold the key

by Marcus Padley | Mar 13th 2025

No rush to buy — big tech and banks hold the key. The VIX is rising quietly, signalling a shift in sentiment. Will this be a slow bounce or a longer downtrend?

Sharesight is the best portfolio tracker

Investopedia names Sharesight best portfolio tracker for DIY investors

by Prashant Mohan | Mar 12th 2025

We're proud to share that Investopedia has named Sharesight the Best Portfolio Tracker for DIY Investors in its 2025 review.

March Product updates 2025

Sharesight product updates – March 2025

by Ben Clendon | Mar 9th 2025

This month we expanded our broker support, made UX improvements to our trade form, signup and login screens, and introduced crypto to our drawdown risk report.