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’.

Add or Import Holdings

Or

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

2 - ‘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:

3 adding additional holdings

Last modified on June 1, 2018 UTC