• What feature do you want to see in Sharesight?
In the trade confirmation emails inbox, it would be great if there was a link to create a custom investment for emails which had validation errors - particularly where the error is that the code isn’t recognised.
If possible, when using this link the details of the investment should be pre-populated with information from the trade confirmation (date, price, etc.).
• Why do you want it?
If an investment is not found, often it would be necessary for a user to track it using a custom investment instead.
• How is this affecting you?
I have a few investments whose tickers aren’t recognised, it would save me time if this shortcut existed. It would also have made it obvious what I could do with a failed validation, rather than having to come to search through support and community forums to find the custom investment option.
• Do you currently have a workaround solution? If yes, what is it?
Yes, I can still create custom investments in the normal way. This functionality would just be more convenient, and also make it clearer to new users that the option to do this exists.
• Can we reach out in future to ask follow up questions about this idea?