While adding investments we could have additional field ‘broker’ where we could store information where we held this investment (holding). This would be very useful if we have portfolios which are thematic and holdings are at different brokers.
With 2 brokers we end up having 2 HIN numbers, 2 different dividend statements. In order to reconcile distributions and dividends by security and by broker, it will be very productive use if we can filter by broker or by HIN.
I agree, this would help with organisation a lot.