How to Add Short Selling

We have implemented a function for you to manually lock in a cost-base using a future-dated purchase. Because our automatic algorithms assume an asset has to be sold after buying it short-selling won’t work natively without you adding the links manually. By manually linking the trades it will be included as capital gains.

To add a short-sell you need to:

Step 1) Navigate to view the transaction disposing of the asset that was short-sold.

Step 2) Delete any existing linked cost-bases.

Step 3) Scroll down to the bottom of the page and click “This is a short sell trade”

Step 4) Select the correct associated trade with your sell trade and input the quantity to allocate and click “Create Link”.

Make sure “Stop this link being overwritten” is checked otherwise the link will be deleted if the automatic linking algorithm is run.