Announcing Custom Groups
The lens through which an investor views their portfolio varies based on their objectives, investment philosophy, and even where they live. That's why we've built a new feature that allows clients to fully customise how their Sharesight portfolio holdings are grouped.
Custom Groups is a user-driven option and is available in addition to the standard Market, Country, Sector, Industry, and Investment Type options.
You'll find Custom Groups within Account Settings > My Custom Groups:
Once you've customised your groups we recommend applying them to the Portfolio Overview and Performance Report pages:
And definitely the Diversity Report, which will show you asset allocation on your terms:
FURTHER INFORMATION
- Community Forum -- Custom Groups
- Blog -- Asset Allocation Reporting in Sharesight
- Blog -- Announcing the Contribution Analysis Report
- Help -- Custom Groups
Tax loss selling for Australian investors
A tax loss selling strategy can offset some of the capital gains you incurred during the year. Sharesight's unrealised CGT report can help.
EOFY checklist for Australian investors
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Sharesight product updates – April 2026
This month's focus was on expanding US bond coverage, adding Apple/Google Pay, launching a rebuilt Australian CGT report and simplifying dividend recording.