Hi - I have 3 portfolios and I’d like to move some companies/tickers out of a portfolio and into another portfolio. Is there an easy way to copy a position and paste it into another portfolio? Thanks
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Can I put my hand up for this functionality - I originally set my SMSF into two portfolios to distinguish USD and ASX funds I can combine them in the consolidated views functionality, but that often fails to load due to the amount of number crunching involved.
If I try an “everything” of my 4 portfolios it has never loaded.
Even after the very useful “help” of suggesting to turn graphs off…
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