I’m looking to benchmark my portfolio performance for periods that are fully in the past (e.g. last calendar year). The portfolio view only shows performance and benchmark for periods up the the present. When choosing reports, I cannot see a benchmark.
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We are seeking help from Sharesight users with the desirability of an add-on service, including the benchmarking of a portfolio to the ‘efficient frontier’ [best possible from world markets in any period for which we have data at your specified risk], in your local currency. Can you let me know if this has merit for you… actually anybody reading this post?
My personal need is quite basic (compare past periods performance with a benchmark), so I don’t see the need for an add-on service myself.
I also would like either (a) to allow a date range in Overview rather than the fixed periods currently offered or alternatively (b) change the Performance Report to compare to benchmark including graph.
Either of these options would satisfy my needs.
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