Holdings transfer between portfolios

It would be very useful to be able to transfer some holdings between portfolios! To do it now it is needed to delete them and upload them again, having to reset everything and confirm all dividend history. A carnage…

Is it possible?

Hi @Pde, it is possible to do so. Our support team can do this on your behalf, you just need to contact us with the following:

  1. The portfolio name the holdings are currently in
  2. The ticker code for the holdings you want to move
  3. The portfolio name you want to move these holdings to

Thanks, did it. You may add the possibility to do it without telling you?