Diversity Report
Content also available for tax entities or on our global site.Only available on Investor, Expert and Sharesight Business plans.
The Diversity Report shows the individual weighting in a portfolio or across various groupings at a chosen point in time.
Portfolio diversity is represented visually in a pie chart. A detailed breakdown by holding is provided in the table below the pie chart.
The Diversity Report can be run to show the diversity of a portfolio by the following groupings:
- Market
- Currency
- Sector Classification
- Industry Classification
- Investment type
- Country
- Do not group (Holdings)
- Custom Groups - you can set up a Custom Group to organise your holdings to your own specifications
Embedded content: https://www.youtube.com/watch?v=7QMf6yPtdVA
Run the Diversity Report:
1 – From any page click on the Report tab.
2 – Click the Diversity Report tile.
3 – From the dropdown calendar, select the date you would like to run the report for. 
4 – Select the grouping you wish to view the diversity of your portfolio in:
- Market
- Currency
- Sector Classification
- Industry Classification
- Investment type
- Country
- Do not group (Holdings)
- Custom Groups
The pie chart and holding table will reload with the selected grouping and date.
Note: Click on any column heading to reorder the table by the contents of that column.
The Diversity Report can be exported to Spreadsheet, PDF or into Google Drive.
Last modified on April 16, 2025 UTC