Sharesight Help Centre

To record an unlisted instrument or one listed on an exchange that Sharesight does not currently support, select ‘OTHER’ in the drop down box for ‘Market. To create a new instrument on the ‘OTHER’ market, ensure that the ‘Add New?’ tick box is selected.

Once you have added a share on the ‘OTHER’ market you can record dividends and trades against it just like any other share in Sharesight. You will also need to update the share price in order to receive up to date performance information. The share price can be updated via the detail page for the share, simply click ‘enter a price’ in the right hand sidebar to update today’s share price, or click ‘show prices’ to view and maintain historical prices.

The ‘Show Prices’ page allows you to enter new prices and modify existing prices (simply click on the prices to edit them). A ‘Upload Bulk Prices’ function is available to allow 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.