Currently, sharesight allows tagging an individual ticker to either a custom category or label.
What I am looking for is a way to tell apart certain trades within a ticker by tagging the individual trades (and not the whole ticker) and be able to report open / closed based on that.
One way to currently do this (very tedious) is to put comment on each trade - take all trades report and filter it out but that is not the way how it should be. There should be an easy way to add a customer text field or drop down at the trade level (and not at the ticker level).
Can anyone advise if they have a workaround or if there a feature being developed? This is one of the very basic functionality you would expect as a premium user.
Many thanks in advance.