cash balances

how can i include a cash balance on my portfolio.. also when i sell a partial position how does the cash get recorded or adjusted in the portfolio ?
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  • Hi,

    We have a couple of options available for tracking cash balances. These features are available on the investor and expert plans.

    The simplest solution is to add a manual cash account. Here is a link to our help doc:
    https://help.sharesight.com/creating-...

    We have work lined up to expand our manual account feature set to allow for the automatic creation of withdrawal and deposit entries resulting from trades into a nominated cash account. For now, this must be done manually.

    If you have more complex requirements and are a Xero customer, you could utilize our Xero integration. Here is a link explaining how to track cash using our Xero integration:
    https://help.sharesight.com/tracking-...
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