Combining portfolios

Q&A
1

Hi there!

Is there a way to combine/consolidate portfolios that may hold the same stock?

Thanks

2

Hi there,

I am not sure if I fully understood your question. Did you mean to combine portfolios and view them together? If so, you should be able to do so easily by simply checking multiple portfolios.

Cheers,
Evan

3

Hi,

Sorry for not being clear. What I meant was if its possible to combine two initially separate portfolios into one. I am aware that it is possible to view them together for now.

Thanks!

1 Like
4

Yes, you can view them as one.

If you mean you want to permanently combine them, you need to go to the transaction page and change the label of all transactions from A to B → https://stocks.cafe/portfolio/transactions