Consolidated Views allow you to view the combined performance across multiple portfolios on a single Overview Page and run a selection of reports.
- Changing from a consolidated view to a single portfolio
- Changing the name and other settings of a consolidated view
- Delete consolidated view
- Viewing holdings within the consolidated view
Differences between a Portfolio and a Consolidated View:
A consolidated view is simply a view across a selection of portfolios. All transaction data is saved against the underlying portfolio.
Tax reporting is not available in a consolidated view. A separate portfolio should be created for each tax entity and all tax reporting is run against the individual portfolio.
You cannot add new holdings in a consolidated view. New holdings must be created in a portfolio. To create a new holding from a consolidated view you must first switch back into the appropriate portfolio via the change portfolio menu (or dashboard if you are using Sharesight Pro).
Consolidated views cannot be shared, instead you must share access to each portfolio individually with your guest user (remember that all transaction data is contained in the underlying portfolio and not in the consolidated view). Your guest user may create their own consolidated view across any portfolios that you have shared with them.
Number of Consolidated Views available:
Free & Starter Plan: 1 Investor Plan: 2 Expert Plan: 5 Sharesight Pro Plan: 5
Setting up a Consolidated View
1 – Click on the portfolio dropdown menu.
2 – Select ‘Create consolidated View’.
3 – Type in the name that you would like to call your Consolidated View.
4 – Select the month the financial year ends from the dropdown menu.
5 – Select the Performance Calculation Method from the dropdown menu.
6 – Select the portfolios to include in the Consolidated View.
Note: All portfolios must be under the same Tax Residency country.
7 - Click ‘Create Consolidated View’ button to save the Consolidated View.
Sharesight Pro users can create a consolidated view by clicking the ‘Add a consolidated view’ button located on the portfolios tab of the Sharesight Pro dashboard. Consolidated views can then be accessed and managed under the Consolidated Views tab on the dashboard page.
Note: the consolidated view feature is designed for consolidating a maximum of 5 portfolios to provide a total wealth picture in the context of an individual client. Due to the real time nature of Sharesight’s performance calculations, Consolidated views may become unresponsive when reporting across larger number of portfolios.
Reports that can be run in Consolidated View:
- Future Income Report
- Historical Cost Report
- Sold Securities Report
- Performance Report
- Contribution Analysis Report
- Diversity Report
- Multi-Currency Valuation Report
Last modified on August 19, 2021 UTC