Sector/Industry Graph of Portfolio | Voters

Sector/Industry Graph of Portfolio

complete

Aidan

It would be great to view an asset allocation graph of your portfolio to see which sector/industry you are investing in at a high level. It would also be going to see the asset allocation graph at an ETF specific level.

September 8, 2021

Hayden Smith

marked this post as

complete

This is now possible, albeit may require Pearler Plus. When you click on the section header on the dashboard you are able to see a summary of all the data (assets) inside of it - which will include sector and industry data visually.

Hayden Smith

Merged in a post:

Sector allocation

Samuel Pearce

More details about sector allocation of companies/shares in pie graph form.. for better oversight of what sector your in and sector yet to invest in

July 11, 2023

Hayden Smith

marked this post as

planned

Anjala Ranjith

I was thinking that it would be nice to have a sector graph to represent the diversity of a portfolio. Maybe even two graphs, one to represent diversity across different markets (ie US, Asia, Australia, etc) and one to represent market sectors (ie financials, travel, etc). I’m currently trying to do this manually but it’s very painstaking and I know commsec automatically tracks diversification. Other than that, I’m loving pearler for the simple interface and ease of use.