We probably need BOTH portfolio types "Simple Front Line" and "Accounting/achieval". The current one is just so simple and quick use and also forgiving (if its wrong just delete and re-enter simply elegant). The new one may well meet the Investors Chronical and Hargreaves and Barclays standards of complexity BUT simple and fast is good also!
Any chance of having a percentage column added alongside the profit/loss ? This would enable to see quickly not just the £ value but the percentage up /down on the investment ?? Other than this it's great
I tried to enter some demutualisation shares in the new portfolio, but it refused to accept a purchase price of zero. As HMRC considers the acquisition price as zero for CGT purposes, I feel the portfolio should be able to reflect this.
As a workaround I entered the price as a tiny fraction of one penny (0.0001p) which the portfolio rounded to zero, but of course there may be hidden gremlins doing it this way.
Ah, it would appear there is currently no way to see notes on cash transactions, thanks for pointing this out. I've added this to our development to-dos, and will update you when this is rectified. Apologies for the inconvenience in the meantime.
If you can try adding the ZIOC transaction again, it may of just been that the server was busy. Let us know if this problems persists (and ideally at what time the error happened), and we'll look into it in more detail.
Many thanks Richard, I've now added the ZIOC transaction successfully. The notes problem is no big deal, but I appreciate you looking into it. Otherwise, I'm very happy with the portfolio system and as treasurer of an investment club I find it invaluable for sharing information with the members
Datafeed and UK data supplied by NETbuilder and Interactive Data.
While London South East do their best to maintain the high quality of the information displayed on this site,
we cannot be held responsible for any loss due to incorrect information found here. All information is provided free of charge, 'as-is', and you use it at your own risk!
The contents of all 'Chat' messages should not be construed as advice and represent the opinions of the authors, not those of London South East Limited, or its affiliates.
London South East does not authorise or approve this content, and reserves the right to remove items at its discretion.