Holding Tab

The Holding tab in Sharesight enables you to quickly navigate between holdings, add additional holdings or a Cash Account and use the Share Checker feature from any page in Sharesight.

1 – Click on the ‘Holding’ tab.

1 - Holding tab

To navigate to a holding’s Individual Holding Page:

Either:

2 – Click on the holding name if it is displayed in the ‘Recently viewed holdings’ section to load the Individual Holding Page.

Holding tab explained

Or

2 – Type in the holding name or code in the search bar.

3 – Click on the holding from the search results to load the Individual Holding Page.

2 & 3 search holdings

To add additional holdings

Either:

2 – Click on the ‘Add or Import Holding’ button and navigate to the ‘Add or Import holding page’.

Or

2 – Click on the ‘Add or Import Holding’ dropdown menu button.

3 – From the ‘Add or Import Holding’ dropdown menu, select the method you wish to use to add additional holdings or a Cash Account to the portfolio.

The ‘Add or Import Holding’ dropdown menu:

2 & 3 Adding holdings and a Cash Account

Last modified on April 26, 2018 UTC