Enhanced investment search tool
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:
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.
An unexpected cost of running an SMSF
This article covers the journey of new SMSF owners — the unexpected costs, surprises, and the tools they rely on to streamline their SMSF management.
How to create a multi-generational wealth plan
We explore key approaches to developing a strong multi-generational wealth plan, including education, legacy planning and family governance structures.
Sharesight product updates – November 2024
This month's focus has primarily been on our new drawdown risk report (currently in beta), along with UI/UX enhancements and expanded broker support.