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.

Sharesight scholarship winner 2024 Temiremi

Announcing the Sharesight Fintech Scholarship's 2024 winner

by Stephanie Stefanovic | Apr 24th 2024

We are pleased to announce the 2024 winner of the Sharesight Fintech Scholarship, Temiremi Egwuenu, who is studying Applied Finance at Macquarie University.

Sharesight and Desktop Broker

Effortlessly track clients’ trades with Sharesight and Desktop Broker

by Stephanie Stefanovic | Apr 21st 2024

Sharesight has integrated with Desktop Broker, allowing advisers to have their clients’ trading data automatically synced to Sharesight’s portfolio tracker.

Investing red flags

Red flags: When should you avoid investing in an asset?

by Stephanie Stefanovic | Apr 19th 2024

This article explores some of the “red flags” you should look out for when considering an investment for your portfolio.