• What feature do you want to see in Sharesight?
Ability to choose which shares to sell for sales allocation. Rather than first in first out, minimise capital gains, etc.
• Why do you want it?
I have a company share plan in which share are purchased quarterly then matched when held for 3 years. Issue is when I sell though the site that it is setup in requires me to specify which shares to sell. Of which by the end of the financial year this may not end up fitting into one of the pre built allocation methods.
• How is this affecting you?
I have to manage my company shares outside of Sharesight. Which makes managing capital gains/losses difficult.
• Do you currently have a workaround solution? If yes, what is it?
• Can we reach out in future to ask follow up questions about this idea?