Comments (1)
Hi David,
In the current version it is possible to copy a security, although it might not
be immediately clear. Switch to the portfolio you want to copy the holding and
select the "Import" option on the top toolbar. You can then import the
holding, which basically duplicates it along with all the trades. However,
this does not allow for the symbol to be changed.
The alternative is to edit the holding, select all the trades using
shift+click, and the press control+c to copy. You can then paste these trades
in anther holding to duplicate the trades by pressing control+v in the trades
list for the holding.
The next version is a bit clearer and allows for the symbol of the holding to
be changed, but I will make an effort to make sure it is intuitive. Please let
me know if any of this does not work for you.
Original comment by [email protected]
on 3 Jan 2011 at 7:07
- Changed state: Invalid
from mypersonalindex.
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from mypersonalindex.