To do this, use the "Manage prices" button on the holding instrument detail section (screenshot above) then update the value to reflect the new valuation for the property - this will allow you to track the value of this property alongside the rest of your investment portfolio over time. Should you perform an appraisal on your property and its market value changes, you can update the price to reflect your property’s current valuation in Sharesight.
How to update your investment property valuation Once entered, records of this rental income can be easily viewed in Sharesight and is included when running performance and tax reports on your investment portfolio. View all your rental income in Sharesight I also attach the rental income statement from the real estate agency to this dividend entry by uploading the statement against the 'dividend' income payment record. I record this rental income as a 'dividend' payment for the property holding in Sharesight. Below is a statement screenshot with the rental income and expenses on that particular month. This is an investment property that I also rent out, this rental income can be recorded for the property in Sharesight. How to track investment property rental income in Sharesight I also use the comments section to document my investment thesis. So I upload copies of any document relevant to this transaction, such as stamp duty receipts, solicitor fees, buyers agent invoice, and property valuations.
I use Sharesight as a tool for record keeping as well as tracking performance of my investments. Sharesight can’t handle negative balances and interest expenses that may be incurred in buying the property.
Note: In this example, I don’t take any debt used to purchase the property into consideration. To get started you need to enter the purchase or the "buy" transaction for the property, for this I used the custom investment feature in Sharesight. How to record the purchase of an investment property in Sharesight
With Sharesight you can do so much more, in this example we show how to get the full picture of your investments, by adding a property investment to your Sharesight portfolio. Before I started using Sharesight, and the money-weighted methodology, if someone asked me whether my investment property was a good investment, I would look at the performance purely in terms of capital gains and would’ve concluded it was "doing okay" as an investment. As a multi-asset class investor, I like to track all my investments on the same basis.