Manage Custom Investments
Content also available for tax entities or on our global site.Custom investments are instruments created by the user to track an investment Sharesight currently does not support. This can be instruments from markets we do not currently support, or unlisted investments such as property or private equity.
Custom investments can be created for a particular portfolio, or at an owner level (visible to all portfolios).
- How to add a Custom Investment to Sharesight
- How to delete a Custom Investment
- Updating a coupon rates of Custom Investment (Fixed-interest assets)
How to manage Custom Investments in Sharesight
From any page within Sharesight, click ‘Account Settings’ from the top right of the screen
From the dropdown menu, select ‘Custom Investment’
The Custom Instrument page is loaded & contains all the custom instrument the user has created/or has access to. Users (primary owners) should be able to Add, Edit and Delete custom investments from this page.
Staff and secondary users (with less than owner level) will have more limited access depending on their account permissions..
How to add a Custom Instrument to Sharesight
a. From any page within Sharesight, click ‘Account Settings’ -> ‘Custom Instruments’ 
b. From the Custom Instruments screen click ‘Add a Custom Instrument’ 
c. Complete the form fields & then click ‘Create Custom instrument’ 
Once you have added the holding you can record dividends and trades against it just like any other holding in Sharesight.
How to edit an existing Custom Instrument
If you have already created a Custom Instrument, but wish to edit it, here’s how:
a. From the Custom Instrument screen click on any instrument to be edited 
b. Investment code & instrument name can be changed as needed 
How to delete a Custom Instrument
a. From the Custom Instrument screen click on any instrument to be edited
b. Click ‘Delete’. 
Note: A Custom Instrument can only be deleted if only all holdings associated with it in Sharesight portfolios have also been deleted. For all Sharesight Pro users Custom investments can be created for a particular portfolio, or at an owner level (visible to all portfolios).
Updating a coupon rates of Custom Investment (Fixed-interest assets)
- Click on the Account tab from the overview page.
Select the Custom Investment (Fixed-interest assets).
Update the coupon rate.
Bulk Update prices for Custom Investments
Last modified on May 2, 2025 UTC