Adding additional holdings to your portfolio

How to add or import additional holdings into your Sharesight portfolio:

1 From either the ‘Portfolio Overview Page’, ‘Individual Holdings’ page or Holding Tab.

Either:

2 – Click on the ‘Add or Import Holding’ button and navigate to the ‘Add or Import holding page’.

Or

2 – Click on the ‘Add or Import Holding’ dropdown menu button.

3 – From the ‘Add or Import Holding’ dropdown menu, select the method you wish to use to add additional holdings to the portfolio.

The ‘Add or Import Holding’ dropdown menu:

• ‘Add Holding’ - manually add your investments

• ‘Import from your broker’ - Bulk import your historical trades from your broker. (If Sharesight currently supports your broker

• ‘Import from CSV file’ - bulk import your historical trades from a CSV file downloaded from your broker

Last modified on June 1, 2018 UTC