Has anyone tried to put their UK premium bond holdings into Sharesight? And if so, how did you manage to do it? Thanks!
I put mine & better half’s into a single Portfolio and added a custom investment for each. When we win something I just add the net payment (e.g. £25) as a dividend and check the ‘non taxable’ box on the dividend.
Not really sure if this is the way this should be done and to be honest I haven’t asked support the question but I find if you add the winnings each month (e.g. giving them the ‘date paid’ of the first of the month) then Sharesight gives a good picture of returns per year, which in my case is a fairly measly 1.1%!
This is what I ended up doing too. You’ve also reminded me to check the ‘nontaxable’ box. Thanks!