Attachments to Securities
Like Eric Dunn, I track all my private companies in an account called Private Cos. It would be nice to be able to attach documents to specific securities. One easy way to do this would be to add a new transaction type, say, “Attachment”, and have it tied to a specific security. When you try to do this now by choosing one of the existing transaction types that also ties to a security, it won’t allow you to enter 0 for either number of shares or cash amount.