Add a Custom InvestmentContent also available for tax entities or on our global site.
Record a unlisted investment or holdings listed on an Stock Exchanges that Sharesight does not currently support on Sharesight.
The Custom Investment tool can be used to track any unlisted or unsupport investment you own, for example property or Peer to Peer Lending.
To create a Custom Investment:
1 - Click the ‘Add New Holding’ button from either the Portfolio Overview Page, Individual Holding Page or Holdings tab.
2 - Select the ‘Add a custom investment’ check box within the ‘Add New Holding’ section.
3 - Complete the other form fields as required.
Merging a Custom Investment in your Sharesight portfolio that is now listed or Sharesight has started supporting.
Once you have added the holding you can record dividends and trades against it just like any other holding in Sharesight.
You will need to update the share price in order to receive up to date performance information. The share price can be updated via the Individual Holding Page, click ‘Enter a price’ in the ‘Instrument Detail’ tab to update today’s share price, or click ‘Manage prices’ to view and maintain historical prices.
Managing prices using a CSV file
The manage prices page allows you to enter new prices and change existing prices (simply click on the prices to edit them). The manage prices page also allows you to import a CSV file containing share prices. This feature directly supports the historic price files that can be downloaded from the Google Finance or Yahoo Finance websites.
Merging a custom investment to a list holiding
If you have added a custom investment to your Sharesight portfolio that is now listed or Sharesight has started supporting, you can merge it without losing any data. Follow the step by step guide on how to merging a custom investment to a listed or supported investment.
Instructional video - How to track a fixed-interest assets
Embedded content: https://www.youtube.com/watch?v=LQnIYO_g8Ik
Last modified on January 12, 2023 UTC