Why not have a running balance on the trades and income page?

• What feature do you want to see in Sharesight?

I want to know the running total in the trade and adjustments page.

So if I bought 300, then 215, then 240 shares at $4, $4.67 and $3.58 respectively, then sold 320 at $4.10, then how many do I have left with a $4.67 cost base?

• Why do you want it?

To determine which parcels are still in my portfolio at what price, which is essential to deciding how much of a parcel to sell - need to know the accurate cost base, not the average cost base.

• How is this affecting you?

I have to do a slightly absurd manual tally with pencil and paper despite paying for software!

• Do you currently have a workaround solution? If yes, what is it?

Make my own spreadsheet, which if it gets good enough would mean I may as well unsubscribe to the service.

• Can we reach out in future to ask follow up questions about this idea?


Hi @lcc76 thank you for sharing your suggestion. This is something in discussion at the moment and we will update once we have more information to share.