New feature: Charting improvements
We have some exciting Sharesight enhancements in the works regarding portfolio analytics (includes benchmarking!). Now, in order to lay some of the groundwork we've made some big improvements to the charting feature on the Portfolio Overview page, which are now available.
First, your holdings are now split out by the market they belong to. Each colour corresponds to the ASX, NZX, NYSE, LSE, and so forth. If you move your mouse across the chat, you'll see crosshairs, which display a date, a total portfolio value, and the commensurate values for each market.

Just below the chart, you'll also notice a colour key. If you click on a market, it will be hidden from your chart dynamically. This is a handy way to isolate holdings from a particular market.

We've also introduced a line charting option. Again, this is in preparation for a few more features down the track (line charts being more flexible than area charts for plotting disparate investment types).

And don't forget about the growth chart either. This one is our favourite as it shows the contribution (or detraction) of capital gains/losses, dividends, and currency. Expect lots more in the way of portfolio decomposition in the future!

FURTHER READING

Is your client data at risk? 5 questions to ask your tech provider
Protect client data with these five essential cybersecurity questions every financial adviser should ask their technology providers.

Get the full Sharesight experience with the app and web platform
Learn how to get the most out of Sharesight by using the app and web platform together for performance tracking, analysis, reporting and tax planning.

See clients' full wealth picture with Sharesight and myprosperity
Connect Sharesight and myprosperity to see clients’ full financial picture, streamline management, and deliver more insightful advice.