Provide an option to copy a portfolio
Where you have the link "Create New Portfolio" add the link "Copy Existing Portfolio." This would be very helpful.and is not complicated to program. I may have a large portfolio "List1" that I wish to divide into two separate lists. To do that I now have to create a new portfolio and input into it the stocks I want to remove from "List1" and input into "List2" Creating "List2" one stock at a time is very time consuming. If I could copy "List1" into "List2" it would be simple to delete from each list the stocks that I want to remain in the two lists.
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Another common use-case not described above is to have several SIMILAR portfolios -- maybe changing some weightings or adding or removing a few items. I'd like to be able to do that with two or three variations of a notional retirement portfolio -- start with my original notion of a good mix of mutual funds and ETFs, then duplicate it and try a different balance, and maybe another variation where I just drop a few of the items for a simpler portfolio. It's a nuisance to re-enter all the "lot" information multiple times.
It would also be helpful to have the ability to combine two or more portfolios into one new one without having to input all the stocks individually. This could simply involve making a copy of one portfolio and add a copy of another to it. Let the user then sort them, or decide what to do when some the same stocks are included in both portfolios now combined into one list.