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

Fidelity Investments2

Track your Fidelity Investments trades in Sharesight

by Stephanie Stefanovic | Nov 25th 2024

If you trade with Fidelity Investments, you can automatically track your trades in Sharesight, making it easier than ever to track your performance.

Cost of running an SMSF Patrick Poke

An unexpected cost of running an SMSF

by Patrick Poke, Founder of PLP Finance Media | Nov 14th 2024

This article covers the journey of new SMSF owners — the unexpected costs, surprises, and the tools they rely on to streamline their SMSF management.

Multi-generational wealth planning

How to create a multi-generational wealth plan

by Stephanie Stefanovic | Nov 12th 2024

We explore key approaches to developing a strong multi-generational wealth plan, including education, legacy planning and family governance structures.