• 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?