Sharesight - Contribution analysis report

Описание к видео Sharesight - Contribution analysis report

The contribution analysis report illustrates the relative performance of your holdings and asset classes, offering insights into factors shaping your portfolio returns.

0:00 - Intro
0:53 - Contribution analysis report vs performance report
3:16 - Portfolio overview page
3:29 - Reports - contribution analysis report
3:43 - Performance contribution (ungrouped)
4:43 - Group by sector classification
5:21 - Closing
5:49 - Outro

For more information, please visit:
Contribution Analysis Report: https://help.sharesight.com/contribut...
Sharesight - Performance report:    • Sharesight - Performance report  

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Powerful portfolio tracking software that lets you check your investments in one place with award-winning performance, dividend tracking and tax reporting.

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