Partial transfer of holdings between portfolios? (employee share scheme)

Does a “transfer” mechanism exist in SS, and in my case a partial transfer?

I’m in an an employee share purchase scheme and as a result of “transferring out” vested components, have holdings in both the employee plan (bought + unvested) and personal (plan bought + plan vested).

I took a punt that a matched sale/buy between the account would do the trick. Which it does for dividend reconciliations, which was my original motivation while getting eofy tax stuff sorted. But a short while later I realised I’d then created a capital gains mess.

Fingers cross, and thanks in advance,

Hi @JeffP,

Thanks for your post.

Please send details of your portfolio and the holding(s) in question to our support team using and they will be able to help you out with this.

Thanks for choosing Sharesight,