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Custom investments are instruments created by the user to track an investment Sharesight currently does not support. This can be instruments from markets we do not currently support, or unlisted investments such as property or private equity.

Custom investments can be created for a particular portfolio, or at an owner level (visible to all portfolios).

• How to add a Custom Investment to Sharesight
• How to delete a Custom Investment
• Updating a coupon rates of Custom Investment (Fixed-interest assets)
• How to track profit and return

How to manage Custom Investments in Sharesight

1. From any page within Sharesight, click Account Settings from the top right of the screen

2. From the dropdown menu, select Custom Investment

3. The Custom Instrument page is loaded & contains all the custom instrument the user has created/or has access to. Users (primary owners) should be able to Add, Edit and Delete custom investments from this page.

Staff and secondary users (with less than owner level) will have more limited access depending on their account permissions..

How to add a Custom Instrument to Sharesight

a. From any page within Sharesight, click ‘Account Settings’ -> ‘Custom Instruments’

b. From the Custom Instruments screen click ‘Add a Custom Instrument’

c. Complete the form fields & then click ‘Create Custom instrument’

Once you have added the holding you can record dividends and trades against it just like any other holding in Sharesight.

How to edit an existing Custom Instrument

If you have already created a Custom Instrument, but wish to edit it, here’s how:

a. From the Custom Instrument screen click on any instrument to be edited b. Investment code & instrument name can be changed as needed

How to delete a Custom Instrument

a. From the Custom Instrument screen click on any instrument to be edited

b. Click ‘Delete'.

Note: A Custom Instrument can only be deleted if only all holdings associated with it in Sharesight portfolios have also been deleted. For all Sharesight Business users Custom investments can be created for a particular portfolio, or at an owner level (visible to all portfolios).

Updating a coupon rates of Custom Investment (Fixed-interest assets)

1. Click on the Account tab from the investments page.

2. Select the Custom Investment (Fixed-interest assets).

3. Update the coupon rate.

Bulk Update prices for Custom Investments

How to track profit and return

Unlike listed securities, custom investments do not have prices updated automatically. Sharesight uses your buy price as the cost base, but it needs at least one additional price entry (a current or recent valuation) to calculate what the investment is worth today and determine your profit or return. Without a price entered after your purchase, Sharesight has no market value to compare against and cannot calculate any gain or loss.

Start by adding or updating the price:

Step 1 — Add or update the price

1. Go to Account Settings > Custom Instruments.
2. Click on the custom investment.
3. Select the Prices tab.
4. Enter the current price and date, then click Save.

For multiple custom investments, use Bulk Update Prices to update them all at once.

Step 2 — View profit and return

Once the price is updated:

• Open the holding and check the Summary tab — this shows capital gain, income, and total return for the current open position.
• For a full view across a date range, go to Tools > Performance Report, select your date range, and toggle between Monetary Gains (profit in dollars) and Percentage Gains (return as a %).

Keep your custom investment price updated regularly — the more frequently you update it, the more accurate your performance tracking will be.