Spliting of an existing portfolio into two

Hi Mr Evan, currently, I’ve an existing portfolio that caters for both SGX stocks, and SGX Res and Trs. I’m thinking to split it into two - one caters for SGX stocks and another one for SGX Res and Trs. Pls advise how to do the splitting.

Regards,

PangCC

Hi there,

I can think of two ways.

  1. Create a new portfolio. Then from the original portfolio, move relevant transactions over to the new portfolio.

  2. Export the original portfolio. Then using Google Sheet (or Microsoft Excel) to split the transactions accordingly. Then create two new portfolio in StocksCafe and import the transactions into each newly created portfolio. Finally, delete the original portfolio after verifying transactions are imported properly.

Cheers,
Evan