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Getting started
- Import your trading history directly from your broker or provider
- Searching within a Cash Account
- Delete a Cash Account transaction
- Editing a Cash Account transaction
- Delete a holding
- Confirming multiple and individual unconfirmed transactions
- Editing or Deleting trades and adjustments
- Adding a transaction to a Cash Account
- Consolidated Views
- Bulk import opening balances
- Portfolio details
- Labels
- Viewing the Contract Notes Inbox
- Bulk import historical buy and sell trades
- Individual Holding Page
- Add buy & sell trades or adjustments manually
- Getting started with Sharesight
- Creating a Cash Account
- Add your investments into Sharesight
- How to add a new holding
- Sync historical transactions to your Cash Account.
- Custom Groups
- Benchmarking portfolios
- Portfolio Overview Page
- Add a portfolio
- How Sharesight protects your data
- Common errors when bulk importing trades
- Share Checker