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Merge/duplicate portfolios

PreviousMove/Copy a Quote or TransactionNextAdding Custom Prices

Last updated 3 months ago

Merging:

You can merge portfolios together by moving/copying quotes from multiple portfolios into one portfolio.

Duplicate:

You can duplicate portfolios by creating a new portfolio, and then copying the quotes from a portfolio you want to duplicate into the new portfolio.

Please see this article on how to move/copy quotes or holdings:

https://help.mystocksportfolio.app/help-guide/adding-and-editing-items/move-copy-a-quote-or-transaction