Once created Custom Groups you will now be available to use in addition to the standard groupings:
- Investment Type
Custom Groups can be used to organise your holdings on the Portfolio Overview Page and can be applied to the following reports:
- Performance report
- Diversity Report
- Historical Cost
- Sold Securities Report
- Contribution Analysis Report
- All Trades Report
Custom Groups are saved at the account level, meaning they will be applied to all portfolios in your account when being used.
To apply a Custom Group, use the ‘group by’ option on reports or open the advanced options menu on the Portfolio Overview page and your Custom Groups will be listed below the default groupings.
Depending on your plan type you can maintain multiple Custom Groups and sets of Categories:
- Free & Starter plan – 1 Custom Group
- Investor plan – 2 Custom Groups
- Expert & Pro plan – 5 Custom Groups
To create a Custom Group and the categories:
1 – From any page within Sharesight, click ‘Account Settings’ from the top right of the screen.
2 – From the dropdown menu, select ‘My Custom Groups’.
3 – To change the default Custom Group name, click on the current name, delete the text and type the name you wish to call the Custom Group. Press enter to save.
4 – Click on the ‘Add new category’ button. You can create as many Categories as you’d like within a Custom Group.
5 – To change the default Category name, click on the current name, delete the text and type the name you wish to call the Category. Press enter to save.
6 – To add holdings to your new Category, either:
Drag and drop them from the list of ‘Ungrouped (inbox)’ on the left into the Category box marked ‘Drag & drop here’.
Select the holding(s) from the ‘Ungrouped (inbox)’, highlighting them orange and then from the dropdown at the bottom of the screen select the category.
Note: Moving holdings between categories is the same process as adding them to a new category.
Note: The ‘Ungrouped (inbox)’ contains holdings from all your portfolios in your account.
Note: If your holdings list is long, use the ‘Search Instrument’ field on the right hand side of the screen. Type out the name of the holding or code. The search result will appear with the ‘Ungrouped (inbox)’.
Collapsing and expanding categories
The ‘Expand All’ or ‘Collapse all’ buttons enables you to create more real estate on the page. This comes in handy when you have lots of Categories and/or holdings.
The Categories can be rearrange on the page by drag and drop.
Last modified on October 26, 2018 UTC