I’m a new Sharesight user and I have 4 seperate portfolio’s. I would like to moves holdings between portfolios from time to time.
I noticed that this was thread from back in 2021, has the platform been updated to accomodate the previous request?
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Hi @JSP, we haven’t got any plan to build this feature on the front. But just curious how often do you move your shares between portfolios i.e in a month, and what is the use case? Like is this transfers between different entities, between brokers, between family members etc?
I’m surprised that Sharesight doesn’t directly support this type of transaction. For Canadian investors (and perhaps those in other countries), it’s quite common to transfer shares from a taxed account into a non-taxed account* in order to make one’s allowed annual contribution to the latter… (*We have two types of non-taxed accounts: ‘RRSP’ and ‘TFSA’).
So: How should such transfer process be managed in Sharesight so as to end up with accurate calculations of rates of return and base costs for the ‘donor’ and ‘recipient’ portfolios?
I also would find this very useful - for example I am consolidating broker platforms and want to move shares into one reporting portfolio - and given the different subscription thresholds, now I have done some due diligence on 20 years of investing and returns I maybe don’t need so many portfolios.