BlogSharesight Features & Tips

Track your investment watchlist stocks with Sharesight

by Stephanie Stefanovic, Content Writer, Sharesight

It’s easy to track your stock watchlist using Sharesight, with the ability to monitor the price and performance of over 170,000 stocks, ETFs and funds in more than 36 leading global markets. Unlike tracking a watchlist through a spreadsheet or your broker, Sharesight automatically records the impact of capital gains/losses and currency fluctuations on a stock’s returns. Investors can also get stock price information at a glance, with live pricing (20 minutes delayed) for the ASX and NZX, and end-of-day pricing for all other markets. This makes it effortless for Sharesight users to spot value buying opportunities in their watchlist.

Track your investment watchlist stocks with Sharesight

Track multiple investment themes easily in one watchlist

For investors who like to track different “themes” in their watchlist, Custom Groups is a useful feature that allows you to classify your stocks into the categories of your choice. In the screenshot below, for example, the Custom Groups feature has been used to classify a watchlist into BNPL stocks, large-cap stocks and penny stocks. This is an easy way to compare the price and performance of stocks in different themes, and find new buying opportunities that align with your investment strategy.

Watchlist themed stocks 1 A basket of stocks in a watchlist, sorted into themes using Custom Groups.

Track overseas investments including foreign exchange

Tracking foreign investments in your watchlist is made simple with Sharesight, which automatically calculates the impact of currency fluctuations on your stocks. The screenshot below, for example, shows a currency loss of 1.22% or $18.31 AUD on approximately $1000-worth of Apple (NASDAQ: AAPL) shares over a one-day period (since market close).

Watchlist foreign currency tracking 2 An example of a watchlist stock where foreign currency has an impact on returns.

This is useful for investors who need an easy way to evaluate the price and performance of global stocks in their watchlist, converted into their local currency. As can be seen in the screenshot, investors can also view the latest foreign exchange rate for their chosen stock.

View stock price information at a glance

Investors tracking their watchlist with Sharesight will benefit from the ability to view detailed price information at a glance. For investors who look to hit specific price targets before buying into a stock on their watchlist, clicking into individual stocks in your Sharesight portfolio will bring up a chart of the stock’s price performance over the time period of your choice. Sharesight users can choose different time periods by accessing the dropdown menu at the top of the Holdings page, which includes options to track price movement over a wide variety of periods, such as over a one-day period (from market open or close), since last login or over a one-week period, for example.

Watchlist weekly price tracking 3 An example showing the price movement of Afterpay (ASX: APT) over a one-week period in a live stock market watchlist.

Active investors will also benefit from Sharesight’s live pricing data (20 minutes delayed) for ASX and NZX stocks, and end-of-day pricing for all other markets. Sharesight users can view the latest price of any stock in their watchlist by scrolling down to the “Instrument Detail” section on the Holdings page.

Automated stock price alerts by email

Another useful feature for investors tracking their watchlist on Sharesight is the ability to opt-in to price alert emails. Users who opt-in to these notifications will receive an email if the closing price of one of their holdings differs from the opening price by more than 5%. This is a convenient feature for investors who target buying opportunities based on percentage changes in a stock’s price, or investors who want to stay updated on volatility and sudden movements in their watchlist stocks.

How to track your investment watchlist with Sharesight

To build a stock watchlist using Sharesight, simply follow these steps:

  1. If you’re not already using Sharesight, sign up for a free account.

  2. Build your watchlist by using Sharesight’s manual holding import feature to add hypothetical buy trades to your portfolio.

  3. When making a buy trade, simply enter the stock code and quantity of shares. Sharesight will provide the stock’s most recent price data.

For more information on how to add buy trades to your portfolio, visit our Help page.

Track all of your investments in one place with Sharesight

Sharesight is the ultimate tool to track your share watchlist along with the rest of your investments, with the ability to track investments across different asset classes and brokers. Unlike most brokers, Sharesight provides investors with the true picture of their investment performance, considering the impact of not just capital gains, but also a range of key factors including dividends, brokerage fees and currency fluctuations. Sharesight’s support for global markets also gives investors across the world access to the platform’s award-winning performance, dividend tracking and tax reporting features.

Still not using Sharesight? Sign up for a free account so you can:

Sign up for Sharesight and start tracking your watchlist and your investments today.

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