Hi, I’m new to Sharesight since April 2024 . I’m a Long Term Investor and like to understand Capacity of Sharesight within one single Portfiolio: (note I will set up more porfolio’s for my wife, 2 kids, my company, one other entity , 1 Portfolio Invest to watch, 1 ETF porfolio to immediately get insight how markets are behaving ,…
I have historic trade data over 35 years :
I currently hold +/- active 250 Positions (within 1 portfolio)
In 35 years I purchased 1700 trades (=approx. 50 per year) into approx. 750 positions , I did approx. 800 sells (approx. 20 per year) ; as said I hold today approx. 250 positions ;
in 35 years I see I collected 2100 times a dividend all stocks combined ( in recent years approx. 120 dividend transactions all positions combined )
My question - any experience how much positions WINTHIN one portfiolio are possible while maintaining good performance by Sharesight ?
What feature do you want to see in Sharesight?
• 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?