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!