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Support cash or private equities in lots #89

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danemacmillan opened this issue Feb 10, 2021 · 4 comments
Open

Support cash or private equities in lots #89

danemacmillan opened this issue Feb 10, 2021 · 4 comments
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feature request New feature or request

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@danemacmillan
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danemacmillan commented Feb 10, 2021

The most common use of this would be to support regular cash holdings. For example, say I have $1000 in my brokerage and invest all but about $0.83 due to the fact that buying equities amounted to $999.17. That leftover amount should still be tracked. Seeing a difference in a portfolio of even a few cents can make it appear like there's a miscalculation at a glance. Yahoo Finance supports $$CASH among others, which simply add the amount to the grand total. If this feature request is implemented, I recommend using the same notation/symbol as Yahoo Finance for consistency's sake.

See: https://help.yahoo.com/kb/finance-for-web/enter-cash-private-equity-holdings-portfolio-sln4888.html

@danemacmillan danemacmillan added the feature request New feature or request label Feb 10, 2021
@achannarasappa
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This issue is stale because it has been open 30 days with no activity. Remove stale label or comment or this will be closed in 7 days.

@achannarasappa achannarasappa added this to the future-release milestone Mar 18, 2021
@dtcooper
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Anyway workaround for cash held in the meantime? The symbol USD-USD doesn't work.

@zhiaos
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zhiaos commented Jul 14, 2022

Anyway workaround for cash held in the meantime? The symbol USD-USD doesn't work.

You can use USD=X.

@edipiqoni
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You can use USD=X.

Do you have an example? My cash is in different currency but was not able to make the workaround even with USD=X as a Symbol.

Ps: this would have been a good feature indeed.

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