Sharesight Pro portfolio search tool
Great news for Sharesight Pro partners 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, or start a Free 30-day trial of Sharesight Pro.
FURTHER READING
Top brokers Aussies use to invest in stocks and ETFs
We take a look at the most popular brokers among Sharesight users in FY23/24, focusing on investments in stocks and ETFs.
Top trades by global Sharesight users — September 2024
Welcome to Sharesight's September 2024 trading snapshot for global investors, featuring the top 20 trades made by Sharesight users worldwide.
Top trades by New Zealand Sharesight users — September 2024
Welcome to Sharesight's September 2024 trading snapshot for New Zealand, highlighting the top 20 trades made by New Zealand investors using Sharesight.