• What feature do you want to see in Sharesight?
The new ‘Tasks’ page is a huge improvement for hunting down outstanding payments/consolidations etc. to confirm, especially around tax time. What would make it killer are date filters, especially quick pick of “Current Financial Year” and “Last Financial Year”
• Why do you want it?
Focuses dealing with Tasks for one financial year at a time, which is inline with how people prep tax papers.
• Do you currently have a workaround solution? If yes, what is it?
Squint
• Can we reach out in future to ask follow up questions about this idea?
Yes