Your portfolio, explained

The basics

ShareHive has five tabs along the bottom: Home, Holdings, Watch, Activity and Settings. Your data is saved on the device you're using it on, so it's there when you come back. Prices are live London-market prices (shown 15-minute delayed), updated automatically and on demand.

When you first open it, everything is empty — no holdings, no cash. You build your portfolio by adding what you own.

Home — your portfolio at a glance

Total portfolio value at the top is everything added together: the market value of all your holdings plus your cash balance.

The performance selector (1D, 1W, 1M, 3M, 1Y, All) shows how your portfolio has actually performed over that window, with the chart beneath it. This is real performance, not a guess — and importantly, it's flow-adjusted: money you pay in, or holdings you add that you already owned, don't get counted as "gains." It measures how your investments did, not how much money you put in.

• 1D (today) works straight away, from the live day-change on your holdings.
• The longer windows (1W upward) build up real history from the day you start using ShareHive. Until there's enough history, they'll say "Building history — real [period] in ~N days." That's expected; just give it time to accrue.

The refresh button (top of the screen) pulls fresh prices on demand. After it runs it shows "Updated HH:MM"; if a price or two couldn't be fetched it'll note them as "stale." ShareHive also refreshes on its own every few minutes while the app is open, and again whenever you return to it.

The three chips show Unrealised P&L (paper gains/losses on what you still hold), Realised P&L (locked-in profit/loss from what you've sold), and your Cash balance.

Across your accounts is a doughnut chart breaking your value down by broker, with a legend. It appears once you have holdings. Top holdings lists your biggest positions — tap "See all" to jump to the full list.

If you haven't installed ShareHive to your home screen yet, a small prompt card appears here offering to do that. Tap the ✕ to dismiss it for good.

Holdings — what you own

The Holdings tab is the full list of your positions, largest first, colour-coded by broker. Tap any holding to open its detail view, or use the button at the bottom to add a new one.

Adding a holding

Tap ＋ Add a holding and fill in the sheet:

• Broker / account — choose one, or pick "＋ Add a new broker…" to type in one that isn't listed yet. ShareHive supports as many brokers as you like.
• Company / ticker — start typing and ShareHive searches the live market. Tap a result in the dropdown — this is important. Tapping a result locks in the real ticker symbol and auto-fills the current price. If you just type a name and don't pick a result, ShareHive has no symbol to price against, so the holding will sit at your cost showing no gain or loss until you fix it.
• Cost — Automatic: for a purchase you're recording now. Enter the total cost including fees and the number of shares, and ShareHive works out your average price per share. By default it deducts the cost from your cash balance ("Pay from cash" on), since you're buying now.
• Cost — Manual: for a holding you already own and are just cataloguing. Type your average buy price straight in. It doesn't touch your cash, and it records the position as starting capital so it isn't mistaken for a gain.
• Pay from cash balance — toggle on or off depending on whether the purchase should come out of your tracked cash. (If a buy costs more than your cash, ShareHive checks with you before letting the balance go negative.)

ShareHive won't save a holding until it has the essentials — a company, a number of shares, and a cost. If something's missing it tells you exactly what. If you add more of a stock you already hold at the same broker, ShareHive merges it into your existing position and recalculates your weighted average cost, rather than creating a duplicate.

A holding's detail view

Tap a holding to see its quantity, average cost, current price, day range, and unrealised P&L. From here you can:

• Go to broker — a quick link to open the broker (if you've enabled broker links in Settings).
• Sell — sell all or part of the position. Enter the quantity, and ShareHive logs the realised profit or loss, removes (or reduces) the holding, and moves the proceeds into your cash balance.
• Remove — delete the holding entirely (use this for corrections; selling is the right choice for an actual disposal).

Cash

At the bottom of the Holdings list is your Cash position. Tap it to pay money in or withdraw it. Both are logged in Activity and feed into your total value. Cash is also where sale proceeds land.

Watch — track without owning

The Watch tab is for stocks you're interested in but don't hold. Add one the same way you add a holding's company — type and tap a search result — and ShareHive shows its live price and day change.

Watched stocks also carry RNS alerts — official regulatory news announcements (results, director dealings, trading updates and so on). A badge flags items with recent news; tap through to read the announcements, with links out to Investegate for the full filings. When fresh news lands, a banner slides in to let you know. Remove a watch item whenever you like.

Activity — your history

The Activity tab is the running record of everything that's happened: every Buy, Sell (with the realised profit or loss on each), Cash In and Cash Out, newest first. At the top, a summary shows your total Realised and Unrealised P&L. It's your audit trail — handy at tax time and for seeing how the portfolio has changed.

Settings

• Your name — personalises the greeting and your avatar initial. You can change or clear it.
• Plan — ShareHive is currently free.
• Base currency — GBP (£).
• Price data — live London prices, shown 15-minute delayed.
• Accounts linked — how many brokers you're tracking.
• About ShareHive — the version number. Worth a glance after an update to confirm you're on the latest build.
• Show "go to broker" links — turn the quick broker links in holding detail views on or off.
• Data — your backup controls (see below).

Backing up and moving your data

Your portfolio lives on the device you're using. To protect it — or move it to another device — use the Data section:

• Export a backup downloads a small file containing your holdings, activity, cash and watchlist. Keep it somewhere safe, or move it to another device.
• Restore from backup loads one of those files back in, replacing what's currently on the device.
• Reset all data clears everything and starts fresh.

It's worth exporting a backup after you've entered your portfolio, and again whenever you've made significant changes. Reinstalling the app or clearing your browser's data can wipe what's stored locally, and a backup is your one-tap safety net.

Installing the app

ShareHive can install to your phone's home screen and open full-screen like a normal app:

• Android / desktop — tap the Install button on the prompt card (or use your browser's "Install app" / "Add to Home screen" menu option).
• iPhone / iPad — tap the Share icon in Safari, then Add to Home Screen.

Once installed, open it from the home-screen icon. If you ever uninstall it, the install prompt comes back on its own next time you open the site. A note on updates: when a new version ships, fully close the app (don't just background it) and reopen it so it picks up the latest build. You can confirm you're on the newest version under Settings → About.

How performance is calculated

A few tips

• Always tap a search result when adding or watching a stock — that's what gives ShareHive a live price to track.
• Use Manual mode for holdings you already owned before you started, so your performance history begins clean rather than treating them as fresh buys.
• Export a backup early, and after big changes — local data can be lost on reinstall.
• Check Settings → About after any update to confirm the new version is actually running.