# Separate Holdings for Personal and SMSF

**URL:** <https://community.sharesight.com/t/separate-holdings-for-personal-and-smsf/1861>\
**Category:** Reporting & tax\
**Created:** [12 May 2025 05:50 UTC](https://community.sharesight.com/t/separate-holdings-for-personal-and-smsf/1861 "2025-05-12T05:50:14Z")\
**Posts on this page:** 2\
**Page:** 1

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**Author:** ![frustraTED](https://avatars.discourse-cdn.com/v4/letter/f/977dab/32.png) [@frustraTED](https://community.sharesight.com/u/frustraTED)\
**Post date:** [12 May 2025 05:50 UTC](https://community.sharesight.com/t/separate-holdings-for-personal-and-smsf/1861/1 "2025-05-12T05:50:14Z")

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When I go to my portfolio on Sharesight it shows that I have a number of invalid holdings. Some of these are due to Sharesight importing the trading data from both my personal account and SMSF account but only listing them under my personal account. Does anyone know how to fix this?

I’m finding it very difficult to get any help with trying to talk to a person and the AI bot is useless.

Any thoughts or help you could provide would be greatly appreciated.

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**Author:** ![Piumi\_Sharesight](https://sea2.discourse-cdn.com/sharesight/user_avatar/community.sharesight.com/piumi_sharesight/32/854_2.png) [@Piumi\_Sharesight](https://community.sharesight.com/u/Piumi_Sharesight)\
**Post date:** [14 May 2025 05:28 UTC](https://community.sharesight.com/t/separate-holdings-for-personal-and-smsf/1861/2 "2025-05-14T05:28:35Z")

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Hi @frustraTED it looks like our support team has already been in contact with you regarding this issue.