# Manual Bonds entry - A quick solution to let us manage our bonds through Sharesight

**URL:** <https://community.sharesight.com/t/manual-bonds-entry-a-quick-solution-to-let-us-manage-our-bonds-through-sharesight/1494>\
**Category:** New feature ideas\
**Created:** [2 February 2024 15:29 UTC](https://community.sharesight.com/t/manual-bonds-entry-a-quick-solution-to-let-us-manage-our-bonds-through-sharesight/1494 "2024-02-02T15:29:35Z")\
**Posts on this page:** 2\
**Page:** 1

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**Author:** ![erikv](https://avatars.discourse-cdn.com/v4/letter/e/f475e1/32.png) [@erikv](https://community.sharesight.com/u/erikv)\
**Post date:** [2 February 2024 15:29 UTC](https://community.sharesight.com/t/manual-bonds-entry-a-quick-solution-to-let-us-manage-our-bonds-through-sharesight/1494/1 "2024-02-02T15:29:35Z")

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Would it be possible to create a template in Custom Investments specifically for bonds? Or even better, a specific manual bond entry interface as the custom investment UI is compromised for this purpose.

That way we can track bonds in our portfolio. Given that bonds are often a major part of any portfolio, it seems weird this is not covered by Sharesight

The required fields would be (non-exhaustive; see a typical bond tracking site for more info):

- Name (compulsory)
- ISIN (optional)
- Currency (compulsory)
- Type (eg gov, corporate, other)
- Rating (optional)
- Issue date (compulsory)
- Maturity date (compulsory)
- Trade date
- Price (%) (compulsory)
- Brokeradge Fee (optional)
- Taxes (optional) [taxes = stamp duty etc when buying/selling)
- Possibly some other fields (remarks etc)

The current custom investment interface is unusable for the the purpose of tracking bonds in a portfolio:

- It’s a blanket solution catering to many options (thereby not offering all the necessary entries needed for tracking bonds in a sensible way, i.e., allowing Sharesight to calculate correct returns etc)
- one obvious weird mistake in the concept is the lack of currency. The field country seems to be misappropriated to determine currency which is non-sensical: there is no link between country of the issuer vs the currency of the bond.

For a portfolio management software, one would think that bonds, together with stocks, would be a main component and not an afterthought!

Please prioritize this feature!

It’s such a shame we have to keep bonds in simple spreadsheet when we couldtrack our stocks via a wonderful interface!

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**Author:** ![wadiman](https://avatars.discourse-cdn.com/v4/letter/w/ec9cab/32.png) [@wadiman](https://community.sharesight.com/u/wadiman)\
**Post date:** [13 March 2025 00:53 UTC](https://community.sharesight.com/t/manual-bonds-entry-a-quick-solution-to-let-us-manage-our-bonds-through-sharesight/1494/2 "2025-03-13T00:53:29Z")

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I agree - great idea. I have a bond portfolio with 10 holdings and the performance is not reflected in the overall sharesight portfolio value. I therefore need to calculate manually to track performance which is a pain.