# View a holdings under a "consolidated view"

**URL:** https://community.sharesight.com/t/view-a-holdings-under-a-consolidated-view/1133
**Category:** New feature ideas
**Created:** [27 October 2022 02:25 UTC](https://community.sharesight.com/t/view-a-holdings-under-a-consolidated-view/1133 "2022-10-27T02:25:19Z")
**Posts on this page:** 1
**Page:** 1

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### Author: ![mushroompanda](https://avatars.discourse-cdn.com/v4/letter/m/ed8c4c/32.png) [@mushroompanda](https://community.sharesight.com/u/mushroompanda)
#### Post date: [27 October 2022 02:25 UTC](https://community.sharesight.com/t/view-a-holdings-under-a-consolidated-view/1133/1 "2022-10-27T02:25:19Z")

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I use “consolidated views” more than portfolios. This is because I manage multiple portfolios (mine, my partner’s, smsf), but like to view all the accounts holistically. That is how I like to view my current investment position, as many investors would. I tend to hold the same stock under multiple portfolios.

Because a holding cannot be viewed under a consolidated view, I end up having to do a lot of clicking and tabbing in certain situations. e.g.

- I’d like to see my last trades for a holding. I end up having to open new tabs for each portfolio holding.
- When a dividend comes through - and I hold the same stock across multiple portfolios - I end up having to open multiple tabs to complete the confirmation.

I’d really like to be able to view a holding under a consolidated view - it’ll be a huge improvement to what is currently a very disjointed experience.

At a high level, it would also be good to get consolidated views into a feature parity state to portfolios (reports, etc) where applicable.
