Setup with multiple brokers

Suggestion for setup of multiple brokers? We use 2 different brokers for our share trading for various reasons. As I am in the process of setting up the data for the first time, is the best option for different portfolio's for each of the brokers or use the tagging option?
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  • The recommended way to set up portfolios is to have each portfolio be a distinct tax entity. If the two brokers are in the name of the same tax entity, for example your personal name, then link the two brokers to the same portfolio.

    As you say, It's easy to create custom groups for each broker to let you track performance by broker, for example. This can be done in the one portfolio or across portfolios.

    Hope that helps

    Andrew Bird
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