Blog

Enhanced investment search tool

by Angela Thompson, Senior Digital Marketing Manager, Sharesight | Jul 28th 2016

Our engineers are constantly tweaking and improving Sharesight, ensuring it’s the best portfolio management and reporting system for DIY investors and finance professionals.

A recent example is our new and improved investment search tool, which makes it easier than ever to manually add holdings to your portfolio(s) – a great solution if you’re just getting started, don’t have many holdings to track, or need to add a new holding you’ve recently acquired.

These days so many companies, funds, and ETFs are cross-listed on markets around the world. We built this feature to help you pinpoint your precise investment.

How the enhanced investment search tool works

You may now search on any listed company (or fund) name, or ticker code without first specifying its market or country. The tool will show you a complete list of results, which can also be viewed by market:

Add New Holdings Search Tool - featured

To get a better idea of what we mean, take a look at our recently updated video, Adding a holding manually using a buy transaction:

Embedded content: https://www.youtube.com/embed/nb_tqEY8X2E

We hope you find the enhanced investment search tool useful. If you’ve tried this new feature, let us know what you think of it by dropping us a line in the Community Forum.

Balanced share portfolio

How to create a balanced share portfolio

by Stephanie Stefanovic | Feb 14th 2025

Discover what makes a balanced share portfolio, how different asset classes contribute to stability and growth, and the pros and cons of each investment type.

Feb updates

Sharesight product updates – February 2025

by Ben Clendon | Feb 5th 2025

This month, we focused on reports, launching the new drawdown risk report and improving the contribution analysis and historical cost reports.

Multi-asset

Why Sharesight is the best multi-asset portfolio tracker

by Stephanie Stefanovic | Jan 31st 2025

We explore how Sharesight helps you stay on top of your portfolio, optimise your performance and set yourself up for a successful year of investing.