Applying custom labels
By creating and applying custom labels in your Sharesight portfolios you are able to report on specific subsets of holdings within a portfolio.
Note: This functionality is available on Investor, Expert and Sharesight Pro plans.
How to apply labels
There are two places where you may apply labels, within the advanced options settings of the Performance Report, or within an existing individual holding’s Labels settings.
Applying labels within the Performance Report
Scroll to the Reports tab and click on the Performance Report:
Click on advanced options:
Click on the Manage Labels button:
To create a label, select the holding(s) that you would like to apply the label to, type the label name into the New Label box, then click the Apply button:
To view the label content, hover over the coloured dot for a few seconds:
Applying labels at the individual holding level
To apply labels at the individual holding level, click the Labels setting from the bottom right menu:
Follow the steps listed above.
Last modified on May 10, 2017 UTC