I’m a new Sharesight user and I have 4 seperate portfolio’s. I would like to moves holdings between portfolios from time to time.
I noticed that this was thread from back in 2021, has the platform been updated to accomodate the previous request?
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Hi @JSP, we haven’t got any plan to build this feature on the front. But just curious how often do you move your shares between portfolios i.e in a month, and what is the use case? Like is this transfers between different entities, between brokers, between family members etc?