• What feature do you want to see in Sharesight?
On the portfolio group, there is a group by, it would be very useful to group by Broker.
• Why do you want it?
I like to check holdings by the broker they are with.
• How is this affecting you?
I am used to this functionality in other software
• Do you currently have a workaround solution? If yes, what is it?
Not 100% you can manually create a custom grouping in Sharesight, but this becomes painful if a holding ticker crosses multiple brokers. It is also a manual task, and the reason we pay for services like this is to automate our lives.
• Can we reach out in future to ask follow up questions about this idea?
Sure anytime
Likely a duplicate of View trades/holdings by broker from 2021