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Allow easier duplication of portfolios (including transaction data)

Make the duplication of portfolios much easier so the no of shares, price and purchase dates get inputted automatically.

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Santawani shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

2 comments

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  • Jonathan777 commented  ·   ·  Flag as inappropriate

    Thanks for this, Ed. Just to confirm, one can copy the stocks into a new portfolio this way, but not any underlying transactions...

  • MarcHowell commented  ·   ·  Flag as inappropriate

    see above.
    Its useful to be able to create subsets of a portfolio without having to re-enter all the stock data.
    This can easily be done by having a facility to create a copy of an existing portfolio then deleting the stocks not required in the new portfolio.

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