Applying Custom Groups

Applying Custom Groups to your Sharesight account allows you to organise your holdings per your exact specifications. This option is offered in addition to the: Market, Sector, Industry, Investment Type, and Country options.

Custom Groups are typically used for asset allocation reporting. It’s important to note that a Custom Group is a collection of user-defined Categories. Depending on your plan type you can maintain multiple Custom Groups and sets of Categories within.

Custom Groups are saved at the account level, which means they will apply to all portfolios in your account when being used.

Applying Custom Groups - Sharesight Portfolio Management

Key topics handled in this section:

Creating Custom Groups and categories

Step 1: Go to Account Settings and click on “My Custom Groups”. CustomGroupsSS1

Step 2: Add a name for the Overall Custom Group by clicking on the pre-populated name. If left unedited the name will default to the name under which you signed up for Sharesight. If you are allowed multiple Custom Groups you can find them under the button next to the Custom Group name

Note: depending on your plan type, you can create more than one Custom Group. To do so, click the arrow dropdown next to the Custom Group name.

CustomGroupsScreenshot1NameMainGroup

CustomGroupsscreenshot9LocateCustomGroups

If you already have a few Custom Groups added and you are merely looking to add another go to the little icon next to your current open Custom Group and select ‘Create New Group’.

CustomGroupsscreenshot10AddNewGroup

Step 3: Now you’ll need to begin creating Categories, click Add new category. You can create as many Categories as you’d like within a Custom Group.

Note: A Custom Group is a collection of Categories and Categories are not shared between Custom Groups.

CustomGroupsscreenshot2AddNewCategoryButton

Step 4: Click on the name to enter your Category name and press ‘enter’ to save.

CustomGroupsscreenshot3NameNewCategory

Step 5: To add holdings to your new Category simply drag and drop them from the list of Ungrouped holdings on the left.

Note: This list contains holdings from all your portfolios. You can select more than one holding at a time and add to a Category using the dropdown menu at the bottom of the page.

Screen Shot 2016-06-02 at 3.35.28 pm

Find and assign holdings to Custom Groups

If your holding list is long, use the ‘Search Instrument’ field on the right hand side of the screen. Filling out the name of the holding or its market ticker or code will make it appear at the top of the list. CustomGroupsscreenshot5SearchInstrument

Collapsing and expanding categories

The ‘Expand All’ or ‘Collapse all’ feature allows you create more real estate on the page. This comes in handy when you have many Categories, and or many holdings. You can also drag and drop the Categories themselves to rearrange their positioning. CustomGroupsScreenshot6CollapseAllFeature

Custom Groups example

The Custom Groups and categories below is a basic example of how you might use this feature to report on asset allocation. Of course this is just an example, you can create Groups and Categories based on your personal preferences. custom-groups-2-min-700x373

Applying Custom Groups

Once you’ve created your Custom Groups, they cab be applied in various pages and reports throughout Sharesight.

Note: applying a Custom Group will do so for all portfolios in your account. We recommend applying them to the Portfolio Overview and Performance Report pages:

Custom Groups #3 - Sharesight

And the Diversity Report, which will show you asset allocation based on your preferences:

CustomGroupsDiversityReport7

How to delete a Custom Group

To delete a custom group go to Account Settings > click My Custom Groups and click on the ‘trash can’ icon to delete either your categories or your entire Custom Group which deletes all Categories you added too

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FURTHER READING

Last modified on April 19, 2017 UTC