Diversity Report - add returns

• What feature do you want to see in Sharesight?

In the diversity report area you can sort holdings by % weight. Beside that it shows sortable value tab. It would be very useful to also add a sortable “Returns %” tab.

• Why do you want it?

This would be a great way to visualize weighting and performance % side by side, helping us see by magnitude the effect of our capital allocation decisions, and to make choices for trimming positions.

• How is this affecting you?

Currently the value column in diversity report is good, but having weighting % and return % side by side (like ytd, since inception, etc) somewhere on the website would be nice.

• Do you currently have a workaround solution? If yes, what is it?

Shouldn’t be difficult to implement?

• Can we reach out in future to ask follow up questions about this idea?


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Actually, just having a % of Portfolio tab on the main page where the returns are would be even better.