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…

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.

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 :slight_smile:. 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. [image] Consolidated Views | Sharesight Help Leveraging Consolidate…

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…

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 Cu…

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 wo…

I am very disappointed that separating reports by broker in the same portfolio is still not supported. I don’t want to create separate portfolio for each broker as I use separate portfolios for different purpose like separating tax entities. Labels don’t work since I hold the same securities on mult…

Another post here - similar thread start time 2021, and no action from Sharesight in 5 years. [image] Tag transactions by broker New feature ideas Sharesight doesn’t seem to have the ability to tag transactions against a broker, which makes it very painful to …

Trying to figure out how Portfolios work.

Reporting & tax

Viper 29 March 2026 01:16 11

Another post here - similar thread start time 2021, and no action from Sharesight in 5 years.

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Capital Gains Tax & Portfolios Reporting & tax	2	583	1 October 2022
Does Sharesight’s Tax reporting consolidate data across MORE THAN ONE BROKER? Brokers & apps	5	742	16 August 2021
Two Brokers One Account Brokers & apps	1	634	2 May 2023
Combined Taxable Income Report New feature ideas	2	84	1 May 2025
What is the best way to create my portfolios? Reporting & tax	2	668	28 June 2021

Trying to figure out how Portfolios work.

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