Blog | Product features

How to search for holdings across your Sharesight portfolios

by Stephanie Stefanovic, Content Manager, Sharesight | Oct 31st 2022

In response to feedback from our customers, particularly from our professional users, we have added a search functionality that allows Sharesight users to search for holdings across all of their portfolios. This is a convenient feature for investors with multiple large portfolios, as well as professionals who are tracking client portfolios.

Search for holdings across portfolios

How to search for holdings across your Sharesight portfolios

If you have multiple portfolios, you can search for specific holdings using the following steps:

  1. Once logged into your Sharesight account, access the Account tab in the top right corner of the screen.
  2. Click ‘Portfolios’. This will bring you to the search page, where you have the option to search for a specific portfolio or holding.

Search for holdings across portfolios 12

An example of what the holding search function might look like for a professional user.

From the holding search screen, users can also view and manage their portfolio settings, or share a portfolio with a guest user.

Search for holdings manage portfolio settings 2

The holding search function as seen on an Expert Plan account.

Note: This feature is available to Sharesight users on all plan types, however there is additional functionality for professional users who have the option to view and manage portfolios and settings for clients and staff.

Manage client portfolios 3

Professional users can view and manage client portfolios, settings and invitations from the holding search screen, as well as staff access levels.

How to search for holdings within a Sharesight portfolio

It’s also possible for users to search for holdings within a specific portfolio. To be directed to a specific holding in your portfolio, simply click into the portfolio and type the name of your preferred holding into the search bar on the top right-hand corner of the screen.

Search for holdings in your portfolio 4 Sharesight users can easily search for a specific holding within their chosen portfolio.

Track all your investments in one place with Sharesight

Whether you’re a self-directed investor or a professional managing client portfolios, Sharesight makes it easy to track all your investments in one place. If you’re not already using Sharesight, what are you waiting for? Sign up and:

Sign up for a FREE Sharesight account to start tracking your performance (and tax) today!

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