The diversity report is the only place you can see a % weighting of your holdings. On the main page you can sort by value but not % weight. It would be a nice addition to have % weights as a tab on the main page as well! Especially since you can already see all % returns on that page, so having a % weighting beside the value column would make sense.
At the minimum - it’s outrageous one has to ask for something so basic. The Reporting in Sharesight is way below what I anticipated for the money. I have to subscribe for tax.
I agree a having that percentage weighting would be very beneficial on the main screen. I would like to see that on the portfolio basis but also on a grouped / consolidated basis to see overall percentage of any one entity in my overall grouping of investments.
Agree - this would be very useful. I have had to create an excel spreadsheet to show this and guide me for future purchases to achieve the desired weightings of each holding.
Agree. Useful info for the Overview page please.