Include only selected shares for rebalancing

English
1

“Hi, I use Portfolio Performance to track my investments. I have a portfolio called UDE that includes my Trade Republic broker account and part of another broker account. In that account, I have 2 TotalEnergies shares that belong to UDE and 1 Schneider share that doesn’t. I want to track only the TotalEnergies shares in UDE because I’m trying to rebalance my portfolio, but I don’t know how to separate them from the rest of the account. If I include the whole account, the Schneider share is also counted. Any tips?”

Thanks in advance for your feedback

2

I solved my issue! I created a second broker account linked to the same cash account. Now I can track only the shares I want (TotalEnergies) in my UDE portfolio and exclude the others (Schneider). The cash account remains intact, so all dividends, deposits, and withdrawals are still correct. My UDE portfolio can now consolidate the CTO and this second broker account without including unwanted shares.