Combine portfolios

Avatar
DougBodde
  • updated
  • Under review

I’d like to combine multiple brokerage linked portfolios into one master portfolio. Here you can see total holdings and portfolio percentage holding. Thanks for considering.


I’m very pleased with your service.

Doug Bodde

Replies 8
Avatar
2
TMRWSAVINGS ACCT3063324343
Quote from SA Admin Kushal Mehrotra

Thanks for the feedback, I'll relay the same to our product team.

Regards,
Kushal Mehrotra
Data QA Analyst, Seeking Alpha

ตรวจสอบเสร็จยังไงคะ 2 ปีแล้วคะ

กสิกรไทย 1343999069

นันทจักษ์ ศิลป์ประเสริฐ

0644362980


Avatar
2
mmgh

Anything on this one? 

Avatar
3
MotoMage

Hello - any progress on this in the development queue?  I'd like to lobby for it as well.  Thank you!

Avatar
4
anonymous

Me three! I have just joined SA and observed same issue. It appears as though this is raised 2 years back but it appears no help?

Avatar
3
FJF

me too. Uploading from brokerage and have 5 portfolios. Would like to view in SA as one. Any way to merge them yet?

Avatar
4
Arock Supertastic

I would also like to have the ability to create a portfolio to aggregate all of my linked portfolios. It seems you could enable the "+ Add symbols" or something similar to add all holdings from a linked portfolio

Avatar
4
ruth bragg

Hello Alpha!  I would also like to combine all portfolios so that all holdings can be seen in one page - with same functionality as individual portfolios.  Love the site.  Thank you.

Avatar
5
SA Admin Kushal Mehrotra
  • Under review

Thanks for the feedback, I'll relay the same to our product team.

Regards,
Kushal Mehrotra
Data QA Analyst, Seeking Alpha