Labels

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By creating and applying labels to holdings in your Sharesight portfolios you are able to report on specific subsets of holdings within a portfolio, creating custom filtered Performance Reports.

Labels can be anything you like and holdings can have more than one label assigned to them. For example, you could label your holding based on which broker or advisor recommended them and also label them based on investment profile, e.g. income vs growth, to really customise the Performance Report.

Note: This functionality is available on Investor, Expert and Sharesight Pro plans. You can upgrade your plan to use this feature.

Creating and applying labels:

Labels can be created and applied within the Performance Report and on the Individual Holding Page.

In the Performance Report <a name=”1”></a>

1 – From any page click on the ‘Report’ tab.

1 - Diversity Report

2 – Click the ‘Performance Report’ tile.

2 Performance report

3 – Click on ‘advanced options’.

3 - performance create a label

4 – Click on the ‘Manage Labels’ button.

4 - manage labels performance report

5 – Type in the label name in the ‘New Label’ field.

5 - performance report labels

6 – Select the holdings which you would like to apply the label to.

7 – Click on the ‘Apply’ button.

6 & 7 - performance report labels

Applying labels from an Individual Holding Page <a name=”2”></a>

1 – On the Holding’s Individual Holding Page, click the ‘Labels’ tab.

1 - Individual Holding Page labels

2 – Type in the label name in the ‘New Label’ field.

2 - type in the label name

3 – Select the holdings which you would like to apply the label to.

4 – Click on the ‘Apply’ button.

3 & 4 select and apply labels

Applying an already created label to holdings

1 – Within the Labels setting on either the Performance report or the Individual Holding Page select the holding you wish to apply the label to.

2 – Click on the ‘Apply’ button next to the label you wish to apply.

1 & 2 Applying an already created label to holdings

Deleting a label

1 – Click on the bin icon next to the label.bin icon

Deleting a label

2 – Click the ‘OK’ button

2 - delete label

Deleting a label from a holding

1 – Click on the bin icon within the holding. bin icon

Click the bin icon to delete holding label

2 – Click the ‘OK’ button

2 - delete label

Last modified on June 8, 2018 UTC