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Angela Thompson (Digital Marketing Manager) January 10, 2017 04:10

Contribution Analysis Report

Today we released a new feature, the Contribution Analysis Report.

This powerful report explains the drivers behind your portfolio’s performance, be they stock selection, asset allocation, or exposure to certain countries, sectors, or industries.

DETAILS


  • Accessible from the Reports menu

  • View contribution analysis at the individual stock level, or roll up to various categories – including the Custom Groups you’ve created

  • Run the report across the entire history of your portfolio or a specific time period

  • Available for Expert Plan and Sharesight Pro customers





For more information, see our Contribution Analysis Report announcement and Help page, and please leave any feedback or questions below.
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