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You can bulk update the price of your custom investments in Sharesight by uploading a CSV file, rather than updating each price manually. This works whether you need to update the price history for a single custom instrument, or for several custom instruments at once.

Quick links

• Bulk update price of single custom instrument
• Bulk update price of multiple custom investments

Bulk update price of single custom instrument

1. Click on Account from the investments page and select 'Custom instruments' from the dropdown menu.

2. Select the custom instruments.
3. Select 'Prices' tab and click on 'Bulk Update Prices' button.

4. Upload the csv file and follow the prompts.

Bulk update price of multiple custom investments

1. Click Account in the top-right corner, then select Custom instruments from the dropdown menu.

2. On the Custom instruments page, click Bulk upload prices.

3. Drag and drop your price file into the upload area, or click choose a file to select it from your computer. Download this sample CSV file if you need a template.

4. Follow the prompts in the upload wizard to check and confirm your prices before they're added to your custom instruments.