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Follow the steps below to add a new holding to your portfolio.

Note: These steps are for adding a new holding that isn't in your portfolio yet. To add a trade to an existing holding already in your portfolio, see Add buy & sell trades or adjustments manually.

1 — Click +Add investments from your portfolio.

2 — Select Add trade individually.

3 — Search for the holding you wish to add by company name or ticker code.

4 — Fill in all the fields for the trade.

5 — Click the Save Trade button.

Add trade form fields:

Trade Date – Enter the date that the transaction occurred. You can do this by clicking in the date field and entering the date in the format displayed or by clicking the date in the calendar. If using the calendar, select the year and month before the day.

Transaction Type – This screen only shows Buy and Opening Balance. To add a sell trade or another adjustment type to an existing holding, go to the Individual Holding Page > Trades & Income > Add trade or adjustment.

Quantity – Enter the number of units bought in the transaction.

Unit/Share Price – Sharesight will suggest the closing price on the transaction date. Click on this figure to use the suggested price or type your own price into the field.

Exchange Rate (only displayed for overseas shares) – Sharesight will suggest the closing exchange rate on the transaction date. Click on this figure to use the suggested rate, or type your own exchange rate into the field.

Brokerage (optional) – Enter any brokerage fee you paid or were charged, including any tax paid on the brokerage.

Stamp Duty Reserve Tax (SDRT) (optional) – A UK government tax charged at 0.5% of the trade value on the electronic purchase of chargeable securities. This field only appears on eligible buy trades – broadly UK shares and UK corporate debt with equity-like characteristics (such as debt convertible into shares), shares in UK-incorporated companies where the transfer is electronic, and securities listed on the LSE – so it won't show for holdings outside these securities. Once the quantity and price are entered, Sharesight suggests a value of 0.5% of the trade value; click the suggestion to use it.

Comments & attachments (optional) – Click Open comments and attachments to record any additional information about the transaction and, on paid plans, upload a file to store alongside the trade.

See also: Add buy & sell trades or adjustments manually | Individual Holding Page