Be able to move holdings between portfolios
There is currently no way (that I can see) to copy or move holdings from 1 portfolio to another.
I would have thought this would be easily done from the 'Summary' screen by selecting checkboxes beside the holdings you want move, tapping a link to move holdings and selecting which portfolio you'd like to move them to, but it's not possible.
I'm currently having to re-enter holdings lot by lot into another portfolio which is incredibly time consuming. Exporting a CSV is not the answer as that creates a new portfolio instead of adding holdings to an existing one.
mark.thorp shared this idea
Reviewed · AdminProduct Support (Admin, Yahoo) responded