Allow moving of holdings between portfolios
Is there any way to move holdings from one portfolio to another?
I've got detailed data on 25+ holdings that I need to merge into another portfolio, but can't find any way to do it.
Allowing me to move each holding individually from one portfolio to another would be great.
Alternately, exporting one portfolio to a csv, then importing/merging into another would be great if it worked - unfortunately the import always creates a brand new, separate portfolio instead of allowing you to import the data into an existing portfolio.
Any hope for some way to accomplish this task?