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How do you enable Short Sell functionality?

Navigate to the Portfolio Director

  • Click on the Edit button, located next to the portfolio name
  • Select Edit Portfolio


  • Under the General 
  • Tick Enable short sell functionality

In order to auto-add dividend expenses for short positions:

  • Tick Automatically create dividend expenses for short positions 


  • Click Save


Stock lenders generally require that short selling transactions must be made through an account separate to your regular trading accounts. This account needs to be set up as a separate account in the portfolio. (See article: How to create a new cash account?)

How do you Enter a Short Sell?

Portfolio Manager - Short Selling