As a new user I set up a number of portfolios related to individual trading accounts. I’d like to now merge those individual accounts into one rather than use the consolidated view since it makes managing the cash balance easier. Is there a simple way to merge together 2 portfolios ?
Hi @jamiepwood 
Welcome to the Sharesight Community. Get in touch with our support team via the chat window or email us at support@sharesight.com with the names of the portfolios to be merged. Our support team will help you with merging them.