I have been using Sharesight for over a year now but I have not been using it anywhere near to its full potential. (I have always manually entered all transactions.) So far, I have set up one portfolio both both ISA accounts that my wife and I have. There is then another for our trading, cash investing and bank accounts. So, my thoughts are that I should delete everything that I have set up so far and start afresh. I can then bulk import all my trading history and set up the links for trades. (I also note there was mention of a bulk import of bank/savings history being worked on?) So, this is what we both separately have: ISA and dealing accounts with A J Bell. Dealing and savings accounts with Hargreaves Lansdown. Joint bank account with Santander. My wish is to have a grand total of every investment and savings all on one screen. Preferably all set up to be updated as automatically as possible. (My wife would not be able to cope with the finances very well should anything happen to me.) Any thoughts and recommendations would be greatly appreciated. Thank you.