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