AlBentley
commented
2 years ago Hey Fergus,
At the moment we don't have the ability to add cash in the portfolio as an item/ holding, the only way to add cash is to sell a security and it will show up as a capital gain.
Adding cash is complex because if it hasn't been invested yet, how should it be considered differently to any other cash e.g. in a transactional account.
If you want a workaround you can enter a buy transaction and then a sell transaction straight afterwards to generate the capital gain of your cash amount, but as I said its not really a true gain.
Al
Suggest it would be useful to allow ability to enter a cash amount or obscure/unquoted investment into portfolio so that total portfolio movement could be monitored/compared etc more easily. Other services facilitate this by using a prefix such as $$ or other char.s to flag to the engine that asset is alien and won't be found in the db (which is extensive btw - well done!). Then, for example, user who has €7654 cash pos.n can just enter 7654 shares at €1 each against the user-generated, custom ticker symbol $$cash and the cash position can be easily reflected in portfolio. Similarly if they have some mutual fund or whatever - this would provide a means for entering its value in the portfolio to save other separate calculations/reconciliations away from the Simply Wall St application. ;¬)