It would be amazing to be able to import daily prices from a single .csv or .xlsx file for more than one custom investment at a time.
I have around 80 custom investments that are currently not supported by ShareSight and in order to update the price I have to upload 80 different files every week or so, which is quite time consuming. I appreciate there might not be a lot of people with that many custom investments but I thought I’d share this improvement idea anyway.
Thanks!
As this is the only way for many funds, VC and PE investments this feature would be a huge win for flexibility.
I checked the API documentation and V3 API exposes the full custom investment and pricing data.
I will wait for a bulk csv import for sometime and if it doesn’t come maybe develop a custom google sheets sync project via APIs for maintaining custom investments and price history
There is a good base project by Richard Jones GitHub - RJ/sharesight-custom-investment-price-updater: updates vg small cap price to sharesight
I’ve written a Python script that pulls daily prices from the FT website and automatically updates Sharesight for all my custom investments. I just wished it was simpler than that!
Hi, I am also looking for this feature. Would be great if it could be introduced soon!
I’d also like to see this feature - I have around 60 fixed interest investments which are not traded on any exchange. Each month my broker (FIIG) sends a statement and I use this to manually update prices in Sharesight. This is difficult and time-consuming because, after entering one price, you have to go back to the main investment list before you can search for another investment to update.
It would be fabulous to have an upload function; but if that isn’t possible in the short term, the ability to reach for a new investment from the custom investment pricing page would have the time taken (ie make the search box that appears on the main investment listing also appear on the page displayed after a custom investment price is input).