I’d want a diversity report, but there’s a particular holding that I want to ignore, removing it from both the pie chart and the percentage calculations. So, basically I want to see my portfolio diversity without this share. Is there a way to do that?

Only way I can achieve that is by running the diversity report with “do not group”. Then click the button to export to excel/google sheets. Remove the unwanted holding, recalculate the grand total and then use a formula to work out the percentages in the spreadsheet. Sort of works and takes about …

@gsyd Welcome to the forum! @ridoba ’s response is correct. There’s no way to visually exclude a holding from the report wholely. You can also utilise custom groups to group all the investments you want to see, any you exclude or don’t group will just show in their own ‘uncategorised’ grouping.

Thanks for the replies. Not really keen to export to a spreadsheet as the whole reason I’m paying for Sharesight is to escape the spreadsheets! :sweat_smile: I’ll drop a little suggestion in the feature requests forum.

Written up here: [image] Small idea: Option to ignore 'Uncategorised' in Diversity Report Feature ideas • What feature do you want to see in Sharesight? When using the Diversity Report with Custom Groups, I’d like an option to hide ‘Uncategorised’ holdings, so that they d…

Can I ignore a holding in the Diversity Report?

Sharesight features

gsyd 14 July 2021 04:26 5

Written up here:

Topic		Replies	Views
Small idea: Option to ignore 'Uncategorised' in Diversity Report New feature ideas	3	558	31 August 2021
Diversity Reports - Filter based on Labels New feature ideas	3	469	15 April 2022
missing feature - pie chart New feature ideas	1	388	26 October 2021
Diversity Report - add returns New feature ideas	1	425	11 September 2021
Our newest report is now live! - Exposure Report Sharesight features	4	404	13 January 2024

Can I ignore a holding in the Diversity Report?

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