Sharesight Help Centre
Online help documentation for Sharesight
Introduction
The Dashboard provides an overview of all of your portfolios and allows you to perform various administrative functions relating to your Sharesight Account. Click the ‘Create New Portfolio’ button to create a new portfolio.
Portfolio List
Each of the portfolios that you have access to is listed.
Managed by indicates the owner of the portfolio, this is usually yourself unless somebody else has shared their portfolio with you.
Value Indicates the current value of the portfolio.
Shared with indicates whether the portfolio has been shared with other people, click this link to be taken to the Settings Page where you can set up portfolio sharing. Learn more about this feature on the Settings Page help.
Price Alerts / Performance newsletter indicates whether you have activated the Price Alerts / Performance newsletter feature, click this link to be taken to the Settings Page where you can activate or de-activate this feature. Learn more about this feature on the Settings Page help.
Announcements
The Announcements section displays announcements from the Sharesight team.
Account Status
Account Status indicates the status of your account
Recent Corporate Actions
The corporate actions list shows the last 10 corporate actions that have occurred in relation to your portfolios. The corporate actions are listed in date order, with the date being the date that the corporate action was announced. You can click on the underlined word in each corporate action to see more detail.