• What feature do you want to see in Sharesight?
Ability to select which cash account to use when adding a trade. I hold both GBP and USD cash in each portfolio - and I can’t force the trade to use one cash account or the other at the time of entering the trade. The only option is to use the default cash account setting on the portfolio - which is not suitable for multiple cash accounts. So if a portfolio is set to use a USD cash account, but I trade in GBP stocks then it creates the cash entry against the wrong cash account - and vice versa. I’d like the ability to override which cash account to use per trade and not use the portfolio default.
• Why do you want it?
So I can automatically update my cash accounts when I trade either GBP or USD stocks in a portfolio.
• How is this affecting you?
I can’t use “cash accounts” effectively. I hold both USD and GBP in my cash accounts in most of my broker accounts. I have a one to one mapping between my portfolios and my broker accounts. So each portfolio needs to have both a GBP and USD cash account. The “trades cash account” and “payout cash account” settings on a portfolio forces my trades to create a deposit/withdrawl in one account only - which might not be the currency I traded in.
• Do you currently have a workaround solution? If yes, what is it?
I’ve turned off the “trades cash account” and “payout cash account” feature and instead I manually add/remove cash to the appropriate GBP or USD cash account (sometimes I forget!)
• Can we reach out in future to ask follow up questions about this idea?