For a while, I’m using a custom Taxonomy I created called “Owner” which has two sub-taxonomies: one for me and one for my wife. This helps me to see who owns what and how our wealth is split (for tax reasons…). This worked well in the past as we didn’t hold the same shares/securities in two different accounts. But this is where it fails: we recently migrated my wife’s robo-advisor account to Interactive Brokers and now we own the same shares in two accounts. And a security can only be attributed/allocated to one taxonomy/owner. It seems I also can’t attribute Securities Accounts to a taxonomy either which would have helped.
Does anyone know a way around this? We always loved this taxonomy and view (in Statement of Assets we could go back in time, etc). Thanks for any help!
See example below. Both our Security Accounts (Interactive Brokers) hold iShares MSCI World shares which now can only be attributed to one taxonomy.