Sharesight Pro portfolio search tool
Great news for Sharesight Pro clients managing a large amount of portfolios: we’ve added a portfolio search tool to the Sharesight Pro dashboard, making it easier to search and filter by client portfolio names:
A few notes on the new Sharesight Pro dashboard portfolio search tool:
The search will return results when two or more characters are entered, or display ‘no results’ if no results are found.
Results are displayed in alphabetical order with one exception: if a portfolio name starts with the exact search value, then that portfolio will take precedence.
A maximum of 10 results will be displayed within the dropdown list.
Only those portfolios that are available to the user will be returned. So a staff user’s search results will only include those portfolios they normally have access to within their dashboard.
Clicking on a search result (the portfolio name) will take you to that portfolio.
We hope this feature will help you with the day-to-day management of your Sharesight portfolios. If you have any questions, please contact your Account Manager.