Advanced options

Content also available for tax entities or on our global site.

The advanced options in Sharesight: - Grouping - Choose how your performance is reflected; Open Position or Open & Closed Positions - benchmarking

can be set from the advanced options menu located on the Portfolio Overview page.

Choose how your performance is reflected step 1

Group By

Use the ‘Group by setting to group your investments by market, country, investment type, industry classification or by one of your Custom Groups. A subtotal for each grouping is displayed. Clicking a column header will sort holdings within each grouping. GroupByNewSS2

Open Positions & Open + Closed Positions

See the Open Positions & Open & Closed Position help page for more information.


See the Benchmarking help page for more information.

Last modified on January 30, 2018 UTC