New! Categorise your shares
This allows you to create your own set of labels and apply them to shares in your portfolio. It is then possible to report on specific categories of shares within a portfolio based on the labels that you have defined.
Labels can be anything you like and you can apply more than one label to each share. For example, you may choose to label your shares based on which broker or advisor recommended them and also label them based on investment profile (eg income vs growth).
The Performance Report can be filtered to include only shares that match the label(s) you specify. For example you could separately compare the performance of shares recommended by Broker A vs those recommended by Broker B.
We would be interested to hear how you use labels to categorise your shares and which other reports you would like to be able to filter. Share your feedback via the community forum.
How InstructAnt improves client service with Sharesight and AdviserLogic
We talk to InstructAnt, a small accounting and financial planning firm that uses the Sharesight/AdviserLogic integration to improve client service.
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