• What feature do you want to see in Sharesight?
The ability to plot a basic CAGR line/curve on the graph as a benchmark to compare performance of portfolio against.
• Why do you want it?
I have a very diversified portfolio which I am trying to make uncorrelated from the market indexes. (Eg bonds, property, shares, international shares etc) My aspiration is to make X% per annum until I hit a milestone date (eg retirement). As an example I’m 12 years out from retirement and want 6% CAGR to have doubled my money. I want to see how I am tracking to this target independent of a market index.
• How is this affecting you?
Not getting a good snapshot of diversified portfolio performance against a target.
• Do you currently have a workaround solution? If yes, what is it?
Export portfolio to excel on quarterly basis and plot
• Can we reach out in future to ask follow up questions about this idea?
Yes