Just sharing a function that some might not be aware. If you have multiple portfolios in Sharesight and don’t remember where a holding is, or to quickly open a holding across multiple portfolios, you can search it in the dashboard.
Just sharing a function that some might not be aware. If you have multiple portfolios in Sharesight and don’t remember where a holding is, or to quickly open a holding across multiple portfolios, you can search it in the dashboard.