Start of last year I created two portfolios, one for each of my brokers. I’m trying to figure out how to do my tax reports, specifically GCT and I’m having now joy. It seems to treat each portfolio as it’s own thing so I can’t properly track the combined capital gains/losses for my combined holdings. EG. Portfolio one makes a GC Loss and Portfolio two makes a gain. I can’t offset the loss against my gains. How do I merge the portfolios or do my reports?
I think it is a mistake to do portfolios by broker. Do them by tax entity. Then you get the capital gains all together on the capital gains report. Having multiple brokers in the one portfolio creates no issues. In my personal portfolio I use three brokers and in my superfund two.
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I think I figured that out now. I merged two accounts into one that’s how the two portfolio issue came to light. So I can’t seem to find a way to merge them
@dan801 our support team can help you out with transferring holdings between portfolios 
. This is a feature that is intentionally hidden in the interest of safety.
Hi if anyone is monitoring these posts from Sharesight. Is it possible to report combined portfolios so if you have investments in your own name and in the name of a trust you can see how the total family investments are performing.
You can create a consolidated view which allows you to generate our performance reports on all the portfolios included in the consolidated view.
Note, for tax reports these must be run at an individual portfolio level.
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Having multiple brokers in the same portfolio is a great suggestion. With this approach I have some queries:
- is it possible to analyse the performance at a broker level? How is this done?
- Is it possible to sync each broker with the same portfolio?
- Is there any issue if some of the holdings are the same across brokers?
As mentioned I think portfolios should be by tax entity so you can get the reports for your tax returns. It does not matter how many brokers you use for each portfolio.
There I no report by broker. If you purchase different shares in the same markets with different brokers you could get it using Custom Groups but this would be time consuming. If you purchase the same share in the same portfolio using different brokers, there is no way to report on this.
I guess you could do your portfolios by brokers, and then combine them in custom views to report on a tax entity as a whole, but IMHO you would lose a lot of simplicity this way and all reports are not available for linked portfolios.
Thanks @goronwyprice for sharing your insights!
@Oze as mentioned, you can record trades from multiple brokers in the same portfolio, but there’s currently no way to separate holdings or transactions by broker within that portfolio. Custom groups or labels can help organise holdings, though they won’t separate transactions if you hold the same security with more than one broker.
If you’d prefer to keep things separate, you can create individual portfolios for each broker and use consolidated views to see overall performance (note that only performance reports are supported in this view).
Get in touch with our support if you need a hand setting any of this up!