3. Is anyone using Sharesight to track their total portfolio for all assets they ow...

Is anyone using Sharesight to track their total portfolio for all assets they own in every account name?

I use - Sharesight for tracking / reporting of all brokerage accounts of family members / structures / brokers. I find Sharesight not that friendly tracking multiple brokerage accounts in a single portfolio thus I setup 1 portfolio per brokerage account. Currently tracking 9 portfolios and will max out soon when I get my kid to open their own account after turning 18. - CoinTracking for tracking / reporting crypto of family members / structures. Currently tracking 7 portfolios. - Excel custom workbook that I update monthly from Sharesight, CoinTracking, plus high level property and APRA super fund account info. I prefer this way as I capture data in a specific way with pivot tables / charts created / evolved for various snapshot / trend insights I want, and be agnostic to ready-made tool I use for different types of assets so I can choose the most suitable for each type and change if I want to.

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