The settings pages allow you to manage various settings relating to each of your portfolios such as financial year, performance alerts, FDR threshold, and sharing.
A list of all portfolios is provided along with a summary of the settings relating to each one. The ‘Delete this portfolio’ button will permanently remove the portfolio and all of the information contained within it. The ‘Edit’ button allows you to edit the following portfolio settings:
Portfolio Name This is the display name used for the portfolio within Sharesight.
Financial Year Choose the month which marks the end of your financial year. For example choosing ‘March’ as the financial year means the 1 April to 31 March financial year.
Return Calculation Method This setting determines whether percentage return figures are calculated using the simple method or the compound method.
Price Alerts/Weekly portfolio performance newsletter Choose to enable email price alerts and the weekly performance newsletter. Price alerts are emailed to you if the share price fluctuates more than 5% within a day. The weekly performance newsletter is emailed to you once a week to give you an overview of your portfolio without having to log into Sharesight.