It would be great if the cash movement column was summed in Sharesight. So we can know our total expenditure on any security on a cash basis. Even better would be to show total received and total paid. When I have been buying and selling a particular share it would be nice to know without having to add up the pluses and minuses exactly my cash expenditure. It could go in the side panel or above or below the transactions. Would then be great to have a report that sums this over the portfolio for any report period.
Related topics
Topic | Replies | Views | Activity | |
---|---|---|---|---|
CASH ACCOUNT ISSUES | 0 | 306 | 24 January 2024 | |
When you buy/sell should have option to pick from where/what cash fund | 0 | 274 | 6 October 2022 | |
Feedback from new user | 4 | 722 | 2 March 2023 | |
As a user I would like to track how much I've invested each week/month/year | 5 | 588 | 3 April 2024 | |
Future dated cash account transactions | 0 | 204 | 19 April 2023 |