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.