Lost lots info when switching between portfolios
I had a Porfolio that contained US holdings and Canadian Holdings. For each holding I had lots with the number of shares I held. All I wanted to do is create a new portfolio and swich US Holdings to differenciate between CAD and USD portfolios. But as I reassigned to the different portfolios, all the holdings info was lost. Is it possible to salvage (Especially the notes I had) ? This is a basic feature, this type or error shouldn't happen
31st
ranked
Yves LE DERFF
shared this idea