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Available on Standard, Premium 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.