,
Features
For business
Pricing
Help
Blog
Log in
Sign up
How can we help?
Help centre
Sharesight features
Sharesight features
How Sharesight protects your data
Getting started with Sharesight
Add a portfolio
Custom Groups
Portfolio Overview Page
Benchmarking portfolios
Delete a portfolio
Share Checker
Individual Holding Page
Labels
Supported Stock Exchanges, Mutual Funds, Managed Funds, ETFs, etc.
Portfolio Overview Page
Open Positions and Open & Closed Positions
Add your investments into Sharesight
Add buy & sell trades or adjustments manually
Common errors when bulk importing trades
Bulk import historical buy and sell trades
Bulk import opening balances
Viewing the Contract Notes Inbox
How to add a new holding
Cash account
Delete a Cash Account
Delete a Cash Account transaction
Sync trades and payouts to Cash Account
Edit a Cash Account transaction
Search transaction in a Cash Account
Rename a Cash Account
Create a Cash Account
Add a transaction to a Cash Account
Export a Cash Account