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.
How to create a balanced share portfolio
Discover what makes a balanced share portfolio, how different asset classes contribute to stability and growth, and the pros and cons of each investment type.
Sharesight product updates – February 2025
This month, we focused on reports, launching the new drawdown risk report and improving the contribution analysis and historical cost reports.
Why Sharesight is the best multi-asset portfolio tracker
We explore how Sharesight helps you stay on top of your portfolio, optimise your performance and set yourself up for a successful year of investing.