Sharesight Help Centre

By creating and applying labels you are able to report on specific subsets of shares within a portfolio.

This functionality is available on the Performance Report for Expert Plan customers.

How to use labels:

1. To set up labels click the ‘Manage Labels’ link on the Performance Report or from the ‘Labels’ section in the right hand sidebar on the detail page for a security.
   
   




2. To create a label, type the label name into the ‘New Label’ box, then select the share(s) that you would like to apply the label to and click the ‘Apply’ button.
   
   




3. You can create and apply as many labels as you like to a share. To apply an existing label simply tick the box next to the share(s) and click the ‘Apply’ button. Click the ‘x’ to remove a label from a share.
   
   




4. Once you have set up your labels you can filter the Performance Report by one or more labels. Only shares that contain the labels that you have selected will display in the report. Simply select the labels that you would like to filter by, and click the ‘Show’ button to apply the filters.