CASH ACCOUNT ISSUES

• What feature do you want to see in Sharesight?

Without doubt Cash Account functionality is the weakest feature in Sharesight.

  • Improved multicurrency support

  • Select cash account by trade

  • Transfer between cash accounts (and portfolio’s)

  • More options for Type List

  • Bulk upload

  • Add cash accounts to custom groups

  • Cash account interest included in portfolio performance

• Why do you want it?
Reduce manual work arounds involved with using Sharesight.

• How is this affecting you?
Reduce manual work arounds involved with using Sharesight.
Cash account interest not included in portfolio performance.

• Do you currently have a workaround solution? If yes, what is it?
No
• Can we reach out in future to ask follow up questions about this idea?
Yes

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