Creating a Cash Account

Note: This feature is currently only available on Starter, Investor, Expert and Sharesight Pro plans.

1 – On either the Portfolio Overview page or Individual Holding Page, click on the arrow next to ‘Add Holding’ button and select ‘Add a Cash Account’ from the drop down menu.

2 – Select the currency of the Cash Account from the dropdown menu. The total value of your Cash Account will be converted to the currency of your portfolio tax residency.

3 – Type the name of the Cash Account. This will be the name displayed within Sharesight on the Portfolio Overview page.

4 – Click ‘Create new Cash Account’.

The Cash Account will be created and loaded.

Now add the transaction to the Cash Account.

The Cash Account will appear on the Portfolio Overview page and the value of the Cash Account will be added to the portfolio total value. The Cash Account will not be calculated in the portfolio returns.

Embedded content: https://www.youtube.com/watch?v=1ans8-oRivA

Sync historical transactions to your Cash Account.

Last modified on October 20, 2023 UTC