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  1. 3rd ranked

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    2 comments  ·  Request a new feature or idea  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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.

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    0 comments  ·  Request a new feature or idea  ·  Flag idea as inappropriate…  ·  Admin →
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