One graph showing performance of all holdings

Hi there. New user using the free version. Is there a way to show a graph with all holdings performance plotted on it - ie. similar to the consolidated graph that shows the performance of you whole portfolio over time, is there a way to show a similar graph with separate lines for each holding? This would be a good way to easily visualize performance of similar holdings. Thanks

Hi @bricla welcome to the community! :tada:

On your overview page, there’s a drop-down menu in the middle above the performance graph. If you select the option ‘Graph Performance Index’ this will display points based on the grouping that you have selected. If you select ‘Do not group’ as the grouping option then all your holdings will appear on this graph.

Hi, been away for a while looking at other portfolio managers. Wasted lots of time - now back to Sharesight for good. However I have the same problem as the previous poster. I select the portfolio consisting of 6 or 7 holdings, set the graph dropdown list to ‘Performance Index’ and the other dropdown list to ‘Do Not Group’ press the ‘Apply Now’ button and still the graph only shows one line for the portfolio as a whole. Please help!