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When you hold the same investment in more than one portfolio, the Consolidated View automatically combines those holdings into a single line on the Investments page. This gives you a quick view of your total position in that investment across all the portfolios in your Consolidated View.

How combined holdings are displayed

• A holding that appears in two or more portfolios is shown as one combined row with an arrow (›) on the left. The Portfolio column is blank for these rows.
• The figures on the combined row (Quantity, Value, Capital gain, Income, Currency gain and Return) are totals across all the underlying portfolios.
• A holding that is only in one portfolio is shown on its own row, with that portfolio's name in the Portfolio column.

Viewing the underlying holdings

Click the arrow (›) next to a combined holding to expand it. A row appears underneath for each portfolio that holds the investment, showing that portfolio's quantity and performance. Click the arrow again to collapse it.

For example, BHP is held in two portfolios. The combined row shows 5,135 shares in total. When you expand it, you can see 4,148 shares in the "ASX" portfolio and 987 shares in "My portfolio".

Opening an individual holding

The combined row isn't a link. To open a holding's Individual Holding page, expand the combined row and click the code in the row for the portfolio you want. Single-portfolio holdings can be clicked directly, the same as in a standard portfolio.

Tips

• Portfolio column: use Edit table to show or hide the Portfolio column, along with other columns such as Average buy price and Label.
• Applying filters: after you change the date range, the Group by option, Include closed positions or Show graph, click Apply changes to update the page.
• Seeing which portfolios are included: click the [X] portfolios button next to the Consolidated View name.
• Sold holdings: tick Include closed positions to also show investments that have been sold.