Transfer of crypto / stocks from one portfolio to another

Q&A
1

Hi!

i used various platforms to purchase / sell crypto and stocks. May i check if there’s a feature to transfer one asset from one portfolio to another? The outcome is that i will be able to transfer all of the purchases/sell transaction of that 1 stock or crypto from 1 portfolio to another.

currently, i am renaming the portfolio one by one, but there are too many transactions :slight_smile: thank you!

2

Sorry for the late reply. I am not sure if I fully understand you but at this point

  1. you can move one transactions at a time from one portfolio to another
  2. Or you can export all the transaction, manipulate them in excel then import it back
3

Is there a feature to transfer crypto/ share from one portfolio to another without recording P&L./ price.

4

I am not sure what you mean by without recording P&L/price.