When I view my holdings in a consolidated view of 3 portfolios, the figures for capital gains and dividends are very different compared to the figures I see when I view a single portfolio.
Is this a fault?
I’m using the same view in each case i.e. the period is set to “this financial year” and “show monetary gains”.
The 3 portfolios are all set to “compound” for performance calculation and the tax settings are SMSF for 1 portfolio and personal for the other 2.
Hi @Lex can you check if the ‘financial year end date’ in your consolidated portfolio settings have been updated as same as your individual portfolios? If you still experience this, please get in touch with our support for further assistance.