• What feature do you want to see in Sharesight?
The Overview shows me the portfolio value over time. I would like to see a line showing the capital invested for the current portfolio value. Every buy add to that line, every sell deducts the amount (proportionally) put into the original buy order.
Add-on: Include and exclude dividend payments in the portfolio value.
• Why do you want it?
That way I visually see how my portfolio is performing. If the portfolio value is above the invested capital line, I am making a profit.
• How is this affecting you?
• Do you currently have a workaround solution? If yes, what is it?
Not really. I can look at the Holdings table and subtract the Gains from the Value to get the amount invested. But that only shows it at the current time and not over a period.
• Can we reach out in future to ask follow up questions about this idea?