Sync Multiple Portfolios to Single Xero Organization

• What feature do you want to see in Sharesight?
Ability to connect multiple Sharesight Portfolios to the same Xero organization

• Why do you want it?
I invest from a company entity, but have seperate HINs and portfolios for different buckets of investment in that company for easy reporting.

• How is this affecting you?
Right now I have them as seperate portfolios in Sharesight but I’m not stuck because only one portfolio is able to sync with Xero and the other is not. So I’m only getting partial benefit of the autosync because I can’t have the other porfolios syncing to the same xero account. And signing up another Xero organisation for each portfolio is crazy because it’s all one Financial Entity.

• Do you currently have a workaround solution? If yes, what is it?
Not really. Just having to manually have the other porfolios entered into Xero.

• Can we reach out in future to ask follow up questions about this idea?

1 Like

I think this is supported. I have 2 Xero orgs, each Xero org is getting trades/dividends from 2 separate Sharesight portfolios that has been working fine for a while (~= 6 months).

Hi Carl,
We do support this feature, which allows you to sync 2 portfolios with one XERO account.
Please reach out to if you require further assistance on this.