Move/Copy a Quote or Transaction

Moving / copying a quote to another portfolio will also move/copy all the transactions in the quote.

To move or copy a Quote:

From the 'Quotes' tab, press-hold on a Quote and click the move button in the top action bar. To copy, enable the 'Keep original copy' toggle. Note: On Android, you can select multiple quotes by press-holding on the quote on the quotes list for 1 second, and then multi-selecting.

To move or copy a Transaction:

In the quote details page, 'Transactions' tab, click the transaction to move. Then in the top right menu, click 'Move/Copy to Portfolio'. To copy, enable the 'Keep original copy' toggle.