Adding a custom investment

Record a unlisted investment or holdings listed on an Stock Exchanges that Sharesight does not currently support on Sharesight.

Instructional video - tracking cash or fixed interest investments

Embedded content: Tracking Cash or Fixed Interest Investments - Sharesight Portfolio Management

Instructional video - tracking custom (other) investments

Embedded content: Tracking Custom (other) Investments - Sharesight Portfolio Management

To create a Custom Investment:

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

Add or Import Holdings

2 – Select the ‘Add a custom investment’ check box within the ‘Add New Holding’ section.

Add a custom investment

3 – Complete the other form fields as required.

custom investment

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.

Updating prices

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.

unquoted instrument edit- price

Managing prices using a CSV file

ManagePricesNewSS1

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.

Last modified on April 29, 2018 UTC