Tour

An overview of Sharesight's key features

Recording Your Shares

Recording your portfolio in Sharesight is easy.

To add a security, click the ‘Add a New Security’ button from the Portfolio Overview page. Select the market on which the stock is listed and then enter the share code in the ‘Code’ box. If you do not know the code, start typing the name of the company and click on it when it appears in the dropdown box.

Sharesight suggests the share price and exchange rate or you can use your own information. Use the comments box to record any additional information you like.

TIP: Hover over Comment in the screenshot below to view the notes about this page.


You can enter any comments about the share if you want. Sharesight will suggest an appropriate price (and exchange rate if applicable) based on the date that you select, or you can type your own Enter one or more shareholdings in a row, or click to use the bulk import interface for uploading a spreadsheet file Select the share market and then start typing the share code or company name into the autocomplete box