• What feature do you want to see in Sharesight?
- Data integration with Boardroom Investorserve
Simplest might be to add it to the list of import sources, next to brokers
• Why do you want it?
to include a complete data set of my holdings
• How is this affecting you?
I currently need to download individual holdings for my manage fund and cannot analyze trends
• Do you currently have a workaround solution? If yes, what is it?
A god awful excel process across many holdings and accounts
• Can we reach out in future to ask follow up questions about this idea?