Sold Stocks Still Show in Sharesight Holdings

Managing trading & investments
1

Holdings I have sold still display in my Sharesight portfolio.

How do I correct this?

I bought and sold everything via Selfwealth last financial year.

I have transferred my portfolio to Sharesight by importing a CSV file from Selfwealth.

I am at a loss, it’s preventing me from accurately calculating my taxes. Any help would be greatly appreciated!

2

Hi @DonaldDemarco

It should be this slider on the Overview page
image

1 Like
3

Just a follow up question, would the sold security counted towards the holding caps I have in my subscription?

4

Hi @tkbroon, correct. Holding limits on the starter & free plans are open & closed positions.