Adding a custom Investment

Discussions & news
1

Hello,
I wonder if anyone has tips on how to add a Custom Investment. I have tried the help menu, and even asked the portfolio owner to change me to Admin rights in case it was a setting issue.

Screenshot 2023-08-24 093505
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I don’t have the “Investment Code” and “Investment name” fields available. They are greyed out when I try and click on “Add a custom Investment”.

Thanks to anyone who may be able to help!
Cheers,
Mel

2

Hi Mel,
If the portfolio from another Sharesight retail account is being shared with you, then you cannot create a custom investment in that case. Only the original owner of the portfolio (for retail users) can create/amend the custom investments.

Regards,
Roshan