Sharesight - How to categorise your investments with Custom Groups

Sharesight - How to categorise your investments with Custom Groups

Creating a Custom Group allows you to organise your investments per your exact specifications. This option is offered in addition to the: Market, Sector, Industry, Investment Type, and Country options. Custom Groups are typically used for asset allocation reporting or for tracking your investment strategy.

For more information on Custom Groups, visit: https://help.sharesight.com/custom-groups/

See how other Sharesight users have set up their Custom Groups in the Sharesight Community Forum https://community.sharesight.com/t/best-way-to-use-custom-groups/269

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Simply the best portfolio management tool for DIY investors, accountants, and financial advisers. Sharesight syncs with brokers to track trades, dividends, and corporate actions automatically. Run performance and tax reports in one click. Connects with Xero. Share access with others.

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