End performance pressure

Sharesight’s Performance Report calculates the performance of each share holding and fund position within a portfolio over any time period. So you can make informed decisions by easily identifying non-performers.
Sharesight enables you to view an overall picture of your wealth, no matter where the assets live.



Portfolio structure at a glance

Use the Diversity Report to see a breakdown of your investments by industry, market, country, and investment type (shares, options, funds). Make better decisions when you know how your portfolio is structured.

Complete flexibility

View your performance across multiple portfolios. Edit your trades and holdings in one place and see the updates in both your portfolios and in the consolidated view. Choose whether you want performance in dollar terms or as a percentage per annum figure. Create and apply labels to a portfolio to determine the performance of a subset of stocks (for example: growth vs. income, international vs. domestic).


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