Adding a custom investment

Record you a unlisted investment or holdings listed on an Stock Exchanges that Sharesight does not currently support on Sharesight.

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

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

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 in your Sharesight portfolio that is now listed or Sharesight has started supporting.

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, 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.

Merging a custom investment to a list holiding

If you have added a custom investment to your Sharesight portfolio that is now listed or Sharesight has started supporting, you can merge it without losing any data. Follow the step by step guide on how to merging a custom investment to a listed or supported investment.

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 January 16, 2018 UTC