Email alert Weekly portfolio summary features
The weekly email portfolio summary is a great feature of Sharesight.
I particularly like that you can read the full name of a fund on your mobile.
Can I suggest that we have additional options that we can :
-get the email every day or twice a day
-select the columns that appear eg total return $
-select the date range for the performance eg over last 12 months
-select a column for different date range eg $ return over 1 year, % return over 1 year
Thanks
I would like the ability to choose the columns received in the automatic portfolio summary email, for example, Current toal Capital Gain $ and % for all open holdings from date of purchase of those open shares (yes, you do know which CGT allocation method I’ve chosen, so you know when I first purchase my current holding). Identical to what the result already is in the manually run unrealised capital gains report. Also, I like the idea of choosing how often the report runs, for me weekly is fine, but I might drop down to monthly if it were an option.