I have stock A in 2 portofolios / brokers.
I’m going to transfer (consolidate) stock A from broker Y to broker Z.
Assuming i’m fine with the previous dividend tracked in portofolio Y , and capital gain/loss to be tracked in portofolio Z.
Brainstorming any better way to reflect such action in stockcafe than below steps ?
(1) in portofolio Y , sell stock A with price = average price (mean no capital gain , only dividend)
and
(2) in portofolio Z , buy stock A with price = average price in portofolio Y (which will average up/down stock A price in portofolio Z - this is fine)
If this is what you want to achieve then the 2 steps you mentioned is good.
However, say you want to just track everything including previous dividend in Portfolio Z, then you can simply change all the portfolio labels for all transactions related to stock A.
Wanna change a stock (with active trading) from Portfolio A to Portfolio B and retain all records (i.e. P&L, dividend) in Portfolio B.
Is there a way to select all transactions of a stock and move to another portfolio? Changing the portfolio in the transaction tab one by one is quite manual and tedious.
There are two ways that I can think of but both still quite manual
In the transaction page, filter for the particular stock, then manually check all the transactions.
export out the transactions, use excel to filter out the stock then save two copies. One with only filtered stock and one without filtered stocks. Then create 2 new portfolio(s) in StocksCafe and import them back in.
