Xero API to include Current Portfolio Value

Feature ideas
1

Xero API to include Current Portfolio Value
• Why do you want it: The Xero Balance Sheet would not require a manual entry
• How is this affecting you: Extra manual effort
• Do you currently have a workaround solution? Yes, see above?
• Can we reach out in future to ask follow up questions about this idea? Happy to be contacted.

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2

I agree kinda. The option to map the unrealised capital gains to another item on balance sheet

So we can keep cost price in one line and unrealised gains in another which is in sync with current values

1 Like