Analyst support: Copying transactions to a new portfolio

The Analyst for Windows

Copying transactions to a new portfolio

To copy a share and its accompanying transactions from one portfolio to another, select the share from the portfolio containing its transactions. Then simply drag this share into the new portfolio.

If any associated transactions are detected, the system asks whether you want these transferred as well. Click 'yes' to proceed. Alternatively, click 'no' to copy the share without transactions or 'cancel' to abort the operation.

This function also lets you consolidate two sets of holdings in the same company. The program will ask you to confirm before combining the two sets of transactions.

 

[Back to index]