Adding a custom investment

You may use Sharesight to record a unlisted investment or one listed on an Stock Exchanges that Sharesight does not currently support.

Instructional video - tracking cash or fixed interest investments

Embedded content: Tracking Cash or Fixed Interest Investments - Sharesight Portfolio Management

Instructional video - tracking custom (other) investments

Embedded content: Tracking Custom (other) Investments - Sharesight Portfolio Management

Getting started

To create a custom investment, click the ‘Add or Import Holding’ button from the Overview tab: AddorImportHoldingButtonNEw

Adding the custom investment

From the ‘Add New Holding’ page, select the ‘Add a custom investment’ check box, and complete the other form fields as required. Addacustominvestment1New

Merging a custom investment to a listed investment

If you have added a custom investment to your portfolio that is now listed you can merge it without losing any data. To do this please follow these steps:

  1. Click into the custom investment
  2. Scroll down and click on ‘Holding Settings’
  3. Click ‘Merge into listed security’ Screen Shot 2016-04-07 at 3.08.43 pm

Updating prices

Once you have added the holding you can record dividends and trades against it just like any other holding in Sharesight. You will also need to update the share price in order to receive up to date performance information. The share price can be updated via the holding detail page, simply click ‘Enter a price’ in the right  sidebar to update today’s share price, or click ‘Manage prices’ to view and maintain historical prices.

unquoted instrument edit- price

Managing prices using a CSV file

ManagePricesNewSS1 The manage prices page allows you to enter new prices and change existing prices (simply click on the prices to edit them). The manage prices page also allows you to import a CSV file containing share prices. This feature directly supports the historic price files that can be downloaded from the Google Finance or Yahoo Finance websites.

Keywords: custom holding, custom investment, custom instrument, custom security, unlisted holding, unlisted investment, unlisted instrument, unlisted security, unquoted holding, unquoted investment, unquoted instrument, unquoted security

Last modified on October 18, 2017 UTC