# Adding a custom Investment

**URL:** <https://community.sharesight.com/t/adding-a-custom-investment/1393>\
**Category:** Discussions & news\
**Created:** [23 August 2023 23:35 UTC](https://community.sharesight.com/t/adding-a-custom-investment/1393 "2023-08-23T23:35:53Z")\
**Posts on this page:** 2\
**Page:** 1

<div class="post-metadata">

**Author:** ![MelO](https://avatars.discourse-cdn.com/v4/letter/m/e495f1/32.png) [@MelO](https://community.sharesight.com/u/MelO)\
**Post date:** [23 August 2023 23:35 UTC](https://community.sharesight.com/t/adding-a-custom-investment/1393/1 "2023-08-23T23:35:54Z")

</div>

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](https://global.discourse-cdn.com/sharesight/original/1X/f2b68259dfbda1aba593ec9982c3616cc9544e61.jpeg)

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

---

<div class="post-metadata">

**Author:** ![roshan.sharesight](https://avatars.discourse-cdn.com/v4/letter/r/c0e974/32.png) [@roshan.sharesight](https://community.sharesight.com/u/roshan.sharesight)\
**Post date:** [4 September 2023 02:36 UTC](https://community.sharesight.com/t/adding-a-custom-investment/1393/2 "2023-09-04T02:36:22Z")

</div>

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
