Change from a Consolidated view to a single portfolio

Content also available for tax entities or on our global site.

Either click on the portfolio dropdown menu and select the portfolio.

1 Changing from a Consolidated view to a single portfolio

Or

Click on the included Portfolios dropdown list under the Consolidated View title.

2 Changing from a Consolidated view to a single portfolio

Last modified on March 12, 2020 UTC

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