• What feature do you want to see in Sharesight?
I want to be able to record interest charge on my margin loan (Interactive Broker) on a per day basis
• Why do you want it?
• How is this affecting you?
• 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?
I’m keen on something similar but for a different reason. That is, I’d like to be able to record a liability. Essentially I’m building up an unrealised Capital Gain Tax liability and it’d be good to be able to record this so I can reflect the (approximate) actual realisable portfolio value. At the moment it is overstated. Even a -ve cash balance account would let me achieve this.
more examples of liability accounts with negative balance - pension account, carried forward capital losses. Now we end up keeping separate for simplicity sake.
I would like this negative balance / cash feature too for margin loans on my interactive broker accounts. I would also like to be able to enter short sales in a similar way with negative balances. It would also allow me to enter the selling covered calls and cash secured puts on my portfolio without keeping everything separate.
Same here. I often end up with small negative FX positions when buying foreign equities under my IBRK margin account. And I can’t accurately capture these transactions using Sharesight, without fudging some numbers.
I would like it to be able to track the interest on the loan for my investment property. At the moment, I can only use ShareSight for tracking capital growth and I have to use spreadsheets & accounting programs to track everything else.