• What feature do you want to see in Sharesight?
Option to amend Sale allocation method on sold securities report similar to the CGT report. First In First out, Last in First out or Average unit cost.
• Why do you want it?
Because the sold securities report only reports on an average cost method and this doesn’t align with the way I calculate my profits.
• How is this affecting you?
I have to use the capital gains report, which is fine but that report creates different categories - short term, long term and losses. I just want a clean report in one list including dividends.
• Do you currently have a workaround solution? If yes, what is it?
Use the CGT report. Then manually add dividends.
• Can we reach out in future to ask follow up questions about this idea?
Yes