Navigate to the Portfolio Director
https://www.stockdoctor.com.au/Portfolio
- 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