Help get this topic noticed by sharing it on Twitter, Facebook, or email.
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.


  • 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.