Diversity report now available!
Our new Diversity Report feature is now available to Expert plan and Sharesight professional partners.
We know that for many of our customers being adequately diversified is an important part of their investment strategy. To help you do this we have developed a portfolio diversity report that provides a detailed breakdown of your investments by industry classification, investment type (shares, options, funds etc), market, and country, along with a graphical view in the form of a pie chart.
Our Australian customers will find this report invaluable for meeting their SMSF reporting requirements.
As with all reports, you can run the Diversity report based on any date and export all of the data into an Excel spreadsheet.
FURTHER READING
How to present portfolio tax reports clients actually understand
Portfolio tax reports don't have to generate endless client questions. Here's how to structure them so clients can review, confirm and sign off.
Record-keeping requirements for Australian investors
Find out which records the ATO requires Australian investors to keep, and how to stay on top of your investment portfolio record-keeping with Sharesight.
Sharesight product updates – June 2026
This month's focus was on a new Australian tax pack, UK-specific tax settings, support for the Saudi Stock Exchange and a range of other improvements.