Blog

Merge custom holdings to listed securities

by Doug Morris, CEO, Sharesight | Jul 7th 2015

Many clients make use of our Custom Holding feature, sometimes referred to as the unlisted or other holdings feature.

This is a handy way to create and track unlisted securities, such as property, fixed interest, and (until recently) overseas stock markets that Sharesight didn't cover.

Since we released coverage of more than 200 global markets last month, clients have been asking about a way to merge their manually-maintain custom holdings into the new and official, listed version of the investment.

So we went ahead and built a handy feature to facilitate this.

Simply go into the holding page of one of the custom securities that you've been manually maintaining and go to the Holding Settings menu, which is down at the bottom, right-hand corner of the page.

Holding Settings

Click the link to "Move to a Listed Instrument" and on the pop-up screen select the market (which corresponds to the country you originally selected when you created the custom security). Then search for the company by name or code. Click Save and voila!

Merge custom holdings - featured

Your old, previously manually maintained investment has now been merged into the real holding. Going forward all prices, dividends, and corporate actions will be handled automatically.

FURTHER READING

June product updates

Sharesight product updates – June 2024

by Ben Clendon | Jun 11th 2024

Key updates this month include the deployment of the new holdings page to all users, additional broker support and improvements to reporting and trade creation.

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Record-keeping requirements for Australian investors

by Stephanie Stefanovic | Jun 6th 2024

Find out which records the ATO requires Australian investors to keep, and how to stay on top of your investment portfolio record-keeping with Sharesight.

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How SMSF trustees can get EOFY-ready

by Stephanie Stefanovic | Jun 5th 2024

Keep reading to learn more about how Sharesight saves SMSF trustees time and money at tax time, and how trustees can get EOFY-ready with Sharesight.