i want to copy portfolio (without using export-import csv feature as middle operation)
i want to copy portfolio (without using export-import csv feature as middle operation)
please allow to copy portfolio by selecting existing portfolio to do copy to new one. it is not possible to import portfolios with existing lots of unlisted stocks (delisted, merged, changed ticker....)
i want to leave old lots present (which i need to know for taxes/accounting/history/so on), but any of these unlisted stocks stop existing portfolio to being able to import (i do not know any other reason why csv import gives an import error without more information. but i suppose that it is unlisted/delisted stocks positions which are today problem to import csv
so it would be fine to be able just do copy, without having an error on import and without losing existing transactions and lots (of unlisted stocks)
also, i noticed, transition from basic to enhanced portfolios is no more present. would be fine if such transition still be available.
