Combine portfolios
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
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
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
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.
Thanks for the feedback, I'll relay the same to our product team.
Regards,
Kushal Mehrotra
Data QA Analyst, Seeking Alpha
Hello - any progress on this in the development queue? I'd like to lobby for it as well. Thank you!