Portfolio
Info about features, reports, and settings related to your Portfolio.
5 articles
- Notification centreManage your Sharesies email preferences.
- Investment report, transaction report (CSV), and contract notesAccess your investment report, transaction report, or contract notes within your Sharesies account.
- Investment holdings reportFind out about the Sharesies investment holdings report, including what information is included in the report.
- Exclude sold investments from your returnsChange the way you view your Portfolio and investment returns by including or excluding sold investments.
- Connect to SharesightYou have the ability to connect your Sharesies Portfolio to a Sharesight account.