Bulk Update prices for Custom Investments

Content also available for tax entities or on our global site.
  1. Click on ‘Account’ from the overview page and select ‘Custom Investments’ from the dropdown menu.


  1. Select the custom investment.
  2. Click on ‘Bulk Update Prices’ button.


  1. Upload the csv file and follow the prompts.


Last modified on June 7, 2023 UTC

Try Sharesight today
Track 10 holdings for free.
Sign up for Free