Add property investments

Content also available for tax entities or on our global site.

How to add a property investment to your Sharesight portfolio:

1 - Click the ‘Add New Holding’ button from either the Portfolio Overview Page, Individual Holding Page or Holdings tab.

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2 - Select the ‘Add a custom investment’link on the Manual Holding page.

2 - Custom Investment

3 - Type in a unique investment code for the property.

4 - Type in the Investment name, this could be the address.

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5 - Select ‘Property Fund’ from the ‘Investment description’ dropdown menu.

6 - Select the country of the investment from the country dropdown menu.

Note: The tax residency of a portfolio determines the currency the holdings are displayed in. If the property is overseas the exchange will be facted into performance.

7 - Select the date you purchased the property under trade date using the calendar dropdown.

8 - Trade Type - leave as ‘Buy’.

9 - Quantity - Enter 1 for one purchased property.

10 - Unit/share price - Enter the cost of the property.

Alternatively, some investor chose to add the quantity as the purchase price of the property and Unit/share price as 1.

11 - Brokerage - add any costs associated with the purchase, for example; stamp duty, lawyer fees, etc.

12 - Option to add a comment.

13 - Option to add any relevant document to the purchase.

14 - Click ‘Save trade’ button.

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Once the trade is saved, your property will be added to your Sharesight portfolio and the Portfolio Overview Page will load.

If you haven’t set up Custom Grouping, your holdings will be grouped by market on the Portfolio Overview Page. The property will be located in Other Market.

To update the price for the property, if property appraisal etc:

1 - Click on the holding on the Portfolio Overview Page.

2 - Scroll down to ‘Instrument details’ tab. Click on the date box and select the date of the updated price from the dropdown calendar.

Update custom investment price

3 - Enter the new price in the ‘Price’ box.

4 - Click ‘Save Price’.

2 - updating custom investment price

Last modified on May 15, 2020 UTC

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