Portfolio re-consolidation

Q&A
1

Hi

I had been using 2 main portfolios so far thank you for this website and support.

I wish to now implement multiple portfolios with better categorization. I can’t seem to easily move the shares from portfolio A to portfolio B along with the transaction history. I am wary not to delete any portfolios yet to avoid data losses.

Appreciate your help thank you

2

Hi there,

I am glad that you are enjoying StocksCafe :slight_smile:

You can move transactions from portfolio A to portfolio B using this page on Desktop → https://stocks.cafe/portfolio/transactions
Simply change the portfolio on the right most column.

Cheers,
Evan