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.

Ryan Jones Jones Louros

How Sharesight helps advisors track net worth and simplify compliance

by Stephanie Stefanovic | Jul 19th 2024

We talk to Ryan Jones, Partner, Accountant and Financial Advisor at Jones Louros, about how he uses Sharesight to manage his clients’ investment trusts.

Swissquote

Automatically track Swissquote trades with Sharesight

by Stephanie Stefanovic | Jul 18th 2024

If you trade using Swiss broker Swissquote, you can automatically import your trading data to your Sharesight portfolio.

Dividend vs share buybacks

Dividends vs. share buybacks: Which is better for investors?

by Stephanie Stefanovic | Jul 17th 2024

We take a look at dividends and share buybacks, discussing the pros and cons of each, the tax implications and which one is more beneficial for investors.