Move investment to other portfolio
Some of us have multiple portfolios to help us sort our investments. Sometimes an investment from one portfolio qualifies to be moved to a different one. How about a means to move it, complete with history, from one portfolio to another?
3 commentsComments are closed
Dan Weston commented
I need to perform this "Move holding to another portfolio" action on several of my stocks. Please show us how this can be accomplished.
EDIT UPDATE: I found out that you can use the Export/Import options to achieve these results. BUT, you need to concatenate the two portfolios into one Excel Sheet.csv then use Import. Otherwise the results will only be the holdings in the imported file. This creates a new portfolio, you need to clean-up the list afterwards.
1. Export both portfolios to .csv
2. Copy & paste one portfolio into the other
3. Save as... new name
4. Import the new .csv file
Nicolas Iacovides commented
Yes, I need this also. I would like to move one symbol to another list.
Jeremy Grey commented
YES very helpful