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TRACK YOUR INVESTMENT PORTFOLIO
PERFORMANCE

Track the price and performance of all of your investments in one place.
Calculate returns inclusive of dividends, currency fluctuations and more with
reports built for investors like you.


Sign up for free


TRACK ALL YOUR INVESTMENTS

Track automatically updated price and performance data on over 240,000 stocks,
ETFs and mutual funds worldwide.

CALCULATE YOUR TOTAL RETURN

See more than your broker shows you – calculate your annualised return including
capital gains, dividends and currency fluctuations.

BENCHMARK YOUR PORTFOLIO

Compare against a world of investments – benchmark against any stock, ETF or
mutual fund in Sharesight’s database.


"THE ABILITY TO GO BEYOND THE SPREADSHEET IS WHAT THIS IS ALL ABOUT."



UNLOCK INVESTOR GRADE PERFORMANCE REPORTING

Get 10 holdings for free
Sign up for free


UNDERSTAND THE DRIVERS OF YOUR PERFORMANCE

See how each of your holdings contributes to your overall portfolio performance,
and easily identify non-performers with the Contribution Analysis Report.

Group the investments in your portfolio along the dimensions of your choice to
compare performance across different countries, industries, sectors and more.


POWERFUL INVESTMENT PERFORMANCE REPORTS

Sharesight offers an advanced reporting suite designed by investors, for the
needs of investors like you. Our reporting suite includes everything you need to
evaluate your investment portfolio performance, calculate your portfolio
diversity and make smarter investment decisions today, tomorrow, and beyond.




TRACK INVESTMENT PERFORMANCE OVER ANY PERIOD

Calculate the impact of capital gains, dividends and currency fluctuations on
your portfolio with the Performance Report. Break down your performance along a
range of preset and custom dimensions including country, market, industry and
more. Compare how different investments perform within your portfolio and add
custom labels to further filter the report.




COMPARE YOUR PERFORMANCE OVER MULTIPLE PERIODS

Measure the performance of your investments over up to 5 distinct or cumulative
time periods with the Multi-Period Report. View your portfolio’s capital gains,
payout gains and currency gains in percentage or monetary values across time.




VISUALISE YOUR PORTFOLIO DIVERSITY

Track your asset allocation and calculate your portfolio diversity across
FACTSET investment classifications or your own groupings with the Diversity
Report. This makes it easy to rebalance your portfolio to your target asset
allocation.



HOW SHARESIGHT CALCULATES YOUR INVESTMENT PERFORMANCE

Read performance article


GET THE MOST OUT OF YOUR PORTFOLIO


SPECIFY CUSTOM DIMENSIONS

Create your own Custom Groups to organise your holdings and specify your
methodology (great for asset allocation reporting).

LABEL YOUR HOLDINGS

Further organise your holdings and create custom filtered reports on specific
subsets of holdings within your portfolio.

VIEW WEALTH HOLISTICALLY

Invest across both personal and retirement accounts? See the complete picture by
running reports across multiple portfolios.

REPORT ON ANY PERIOD

Run your performance reports over preset timeframes, or specific dates, going
back over 20 years.

EXPORT YOUR REPORTS

Download your performance & tax reports to PDF, Excel or Google Sheets for
additional analysis or safekeeping.

SHARE YOUR PORTFOLIO

Share secure portfolio access with your accountant, financial advisor or family
members, with tiered permission levels.


DON'T JUST TAKE OUR WORD FOR IT

Over 300,000+ investors track their investments with Sharesight. Here’s what a
few of them have to say:




PERFORMANCE QUESTIONS

How do you calculate the performance of an investment portfolio?

Sharesight’s investment portfolio management software gives investors the full
picture of their portfolio’s performance by including the impact of capital
gains, brokerage fees, dividends and currency fluctuations when evaluating
investment portfolio returns. Rather than simply stating the difference between
an investment’s buy and sell (or current) price, Sharesight also calculates
returns on an annualised basis. Displaying the annual return allows investors to
see their rate of return and compare the relative performance of their
investments (and portfolio) over the same and different time periods. To view a
portfolio’s performance data at a glance, investors can also use Sharesight’s
investment portfolio Performance Report.

How to calculate portfolio diversity?

Sharesight users can easily calculate stock portfolio diversity by running the
Diversity Report. The report gives users a detailed breakdown of their asset
allocation based on the classification of their choice, including market,
currency, sector, industry, investment type, country or a custom grouping
determined by the investment attributes of their choice. This is one of the ways
that Sharesight gives investors the important information they need to make
informed investment decisions and rebalance their portfolio as needed, ensuring
a diverse stock portfolio.

How to calculate investment performance over different time periods?

Investors looking to see the impact of time on their performance will benefit
from Sharesight’s annualised performance calculation methodology, which makes it
easy to compare the relative performance of investments (and your portfolio)
over the same and different time periods. For a more detailed portfolio
performance comparison over different time periods, investors can use
Sharesight's Multi-Period Report. This report allows investors to compare their
portfolio returns over a choice of up to five distinct or cumulative periods,
making it an effective way to see the impact of a portfolio rebalance, evaluate
performance before and after a market correction or even compare a portfolio’s
returns against fund manager performance periods.

How to calculate performance of investments in different currencies?

Sharesight users with investments across different currencies can clearly see
the impact of foreign currency fluctuations on their returns by viewing their
total return on the Portfolio Overview page or by clicking into individual
holdings. Investors can also use Sharesight's Multi-Currency Valuation Report to
see the value of every investment in their portfolio denominated in both the
currency it is traded in as well as its value when converted to any of the 100
currencies Sharesight supports. This is a useful online investment portfolio
tool for investors who invest in one currency, but ‘think’ in another currency,
such as expats or global investors with investments across multiple markets and
currencies.

How to calculate the contribution of different investments to portfolio returns?

Sharesight's Contribution Analysis Report is a useful tool for investors who
want to see the impact of different investments on their total portfolio return.
The report shows the contribution of different groups of investments to the
portfolio’s performance, with the option to sort investments by marketcurrency,
sector, industry, investment type, country or a custom grouping determined by
the investment attributes of your choice. This allows investors to see the
components that are driving returns, such as stock selection, asset allocation,
or exposure to certain countries, sectors, or industries.

How to benchmark investment portfolio performance?

With Sharesight, it’s possible to benchmark investment portfolios against over
240,000 global stocks, ETFs and mutual funds, including major indices. This can
be done simply by clicking ‘Add a benchmark’ on the Portfolio Overview page and
choosing a benchmark that aligns with your investment goals, or tracks a basket
of stocks that will give you a like-for-like comparison with your own portfolio.
This is one strategy investors can use to compare portfolio performance with the
broader market and put their returns into context, which is especially useful in
times of market volatility.

Who is Sharesight's investment performance report suitable for?

Sharesight’s investment Performance Report is designed for self-directed
investors who are looking for a detailed breakdown of their portfolio’s
performance over the time period of their choice. The report displays the price,
quantity and value of each of the investments within the portfolio, while also
breaking down performance by factors including capital gains, dividends and
currency. This makes it particularly useful if you’re managing your own
investment portfolio and want to track investment performance for mixed-asset or
global portfolios.

Why choose Sharesight’s investment performance reporting?

Trusted by over 300,000+ global investors, Sharesight gives investors the full
picture of their performance by including the impact of capital gains, brokerage
fees, dividends and foreign currency fluctuations when calculating returns.
Sharesight also makes it easy for investors to track the performance of all of
their investments in one place, with support for over 240,000 global stocks,
ETFs and mutual funds, plus more than 200 brokers worldwide. Access to an
advanced suite of reporting tools, as well as the ability to track cash
accounts, property and cryptocurrency along with the rest of your investments is
just another reason that investors should consider using Sharesight to track
their performance.

TRY SHARESIGHT TODAY

Track 10 holdings for free.
Sign up for free
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