Adding a portfolio

Adding a portfolio is easy in Sharesight – simply follow the instructions below.

Notes

  • We recommend creating a separate portfolio for each tax entity that you wish to manage in Sharesight.
  • The Free plan allows for 1 portfolio. If you wish to add more portfolios, you will need to upgrade to a paid plan.

Key topics handles in this section

How to add a new portfolio

You can add additional portfolios from the portfolio drop-down menu at the top of the page.

NOTE: adding additional portfolios is only available on paid plans such as the Investor plan or Expert plan.

Step 1: Select ‘Create New Portfolio’ Create New Sharesight Portfolio

Step 2: Fill out portfolio details Fill out Sharesight Portfolio Details

The following portfolio settings are available when creating a new portfolio. You may edit these settings later via the settings tab.

  • Portfolio Name – The display name used for the portfolio within Sharesight.
  • Tax Residency – The tax residency of your portfolio. Depending on which country you chose, this will determine the portfolio currency (USA = US dollar, etc.) and its functionality (country-specific tax reports, etc.)
  • Financial Year – The month which marks the end of your financial year. For example, choosing March as the financial year means a 1 April to 31 March financial year.
  • Performance Calculation Method – Determines whether percentage return figures are calculated using the simple method or the compound method.

How to set your portfolio alerts/emails

How to set your portfolio alerts/emails

  1. Select ‘Settings’ from the top menu in your account.
  2. Select ‘Alert Settings’.
  3. Select your email alert preference:
    • Price alerts are emailed to you if the daily opening share price differs from the closing share price by more than 5%.
    • The weekly performance summary is emailed to you once a week to give you an overview of your portfolio without having to log into Sharesight.
    • Company alert events are emailed to you when they occur, for example, dividends or share splits.
  4. Click ‘Save’ to save your email settings.

How to upgrade your account

  1. Login to your Sharesight account
  2. Go to Account Settings
  3. Select plans & Billing > Change plan
  4. Select the Investor or Expert plan

Last modified on April 5, 2017 UTC