The diversity report within Sharesight shows how your portfolio is diversified across various groupings, at any point in time.
The Diversity Report is for paying Sharesight subscribers only, to upgrade go to your Account Settings > Plans & Billings page and click upgrade. The Investor and Expert plan allow to view this report.
You may view your portfolio diversity by the following default groupings:
- Sector Classification
- Industry Classification
- Investment type
- Do not group (Holdings)
Alternatively, you may view your portfolio diversity according to the Custom Groups that you have set up (accessible from the Custom Groups link on this report, or under the Account Settings menu).
Portfolio diversity is represented visually in the pie chart. A detailed breakdown by shareholding is provided in the table below the pie chart.
Last modified on March 29, 2017 UTC