• What feature do you want to see in Sharesight?
The ability to set a target weight for each holding, and also showing its current weight and perhaps the difference between both.
It would be good if there was a way to set the target weight, and show the current weight and it’s difference for a custom group.
• Why do you want it?
Helps with sticking to my investment plan and able to keep my portfolio balanced without having to maintain a separate spreadsheet.
• How is this affecting you?
I have to currently maintain a separate spreadsheet to track this.
• Do you currently have a workaround solution? If yes, what is it?
• Can we reach out in future to ask follow up questions about this idea?