---
title: How to Combine Portfolios
description: Learn how to combine multiple portfolios into one unified portfolio through Advisor Core.
---

[Skip to content](https://help.yourstake.org/knowledge/how-to-combine-portfolios-in-advisor-core#main-content)

English

Show submenu for translations

[More support](https://help.yourstake.org/knowledge/kb-tickets/new?hsLang=en)

![YourStake Logo White](https://help.yourstake.org/hs-fs/hubfs/YourStake%20Logo%20White.png?width=200&height=51&name=YourStake%20Logo%20White.png)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- [More support](https://help.yourstake.org/knowledge/kb-tickets/new)
- [Back to Platform](https://www.yourstake.org/ui/advisor/home)

[Back to Platform](https://www.yourstake.org/ui/advisor/home?hsLang=en)

 Welcome to the Help Center. How can we help you?

- There are no suggestions because the search field is empty.

1. [Help Center](https://help.yourstake.org/knowledge?hsLang=en)
2. [Portfolios](https://help.yourstake.org/knowledge/portfolios?hsLang=en)

# How to Combine Portfolios

## Learn how to combine multiple portfolios into one unified portfolio through Portfolio Intelligence.

1. Within the Portfolio Intelligence tab, in the first section labeled "1. Current Portfolio(s)" select all the portfolios the user would like combined.
2. Once all portfolios are added to section 1, click on the "Run Analysis" button at the bottom (Note: If the user navigates away from the page before the analytics are complete, the combined portfolio may not be complete).
   
   ![Screenshot 2026-01-31 at 08.40.16](https://help.yourstake.org/hs-fs/hubfs/Screenshot%202026-01-31%20at%2008.40.16.png?width=670&height=387&name=Screenshot%202026-01-31%20at%2008.40.16.png)
3. Once Analysis is complete, the user can download the spreadsheet by selecting "Spreadsheet for All\_Holdings.xslx".
4. By selecting the "Portfolios" tab, there will be a new portfolio in the account labeled "Combined:" with the name of the combined portfolios.

 

- [Portfolio Intelligence](https://help.yourstake.org/knowledge/portfolio-intelligence?hsLang=en)
- [Meeting Assistant](https://help.yourstake.org/knowledge/meeting-assistant?hsLang=en)
- [Values Core](https://help.yourstake.org/knowledge/values-core?hsLang=en#main-content)

    - [Value Sets](https://help.yourstake.org/knowledge/values-core?hsLang=en#value-sets)
    - [Values Questionnaire](https://help.yourstake.org/knowledge/values-core?hsLang=en#values-questionnaire)
    - [Values Reports](https://help.yourstake.org/knowledge/values-core?hsLang=en#values-reports)
- [Portfolios](https://help.yourstake.org/knowledge/portfolios?hsLang=en)
- [People/Integrations](https://help.yourstake.org/knowledge/people-integrations?hsLang=en#main-content)

    - [People](https://help.yourstake.org/knowledge/people-integrations?hsLang=en#people)
    - [Integrations](https://help.yourstake.org/knowledge/people-integrations?hsLang=en#integrations)
- [Document Assistant](https://help.yourstake.org/knowledge/document-assistant?hsLang=en)
- [VADIS](https://help.yourstake.org/knowledge/vadis?hsLang=en)
- [Investment Screeners](https://help.yourstake.org/knowledge/investment-screeners?hsLang=en#main-content)

    - [Fund Screener](https://help.yourstake.org/knowledge/investment-screeners?hsLang=en#fund-screener)
    - [Company Screener](https://help.yourstake.org/knowledge/investment-screeners?hsLang=en#company-screener)
- [Compliance](https://help.yourstake.org/knowledge/compliance?hsLang=en)

# YourStake

yourstake.org Help Center

Copyright © 2026, YourStake