+6
Under review

Move tickers between portfolios

mmuzic12 2 years ago in Marketplace updated by chubaka765 7 months ago 4

I have multiple portfolios set up here with a lot of stocks I am just watching and do not own. I like to categorize my stocks in different portfolios and move them from one portfolio to another when my interest or status changes regarding the stock. However the app will not let you add the same ticker to the new  portfolio until it is deleted from the old one. So in order to do this I have to go in the old portfolio, delete the ticker, search the ticker again and add it to the new portfolio from scratch. Is there a way you could improve this, like being able to edit a ticker in one portfolio and receive an option to move it to another portfolio to avoid these extra steps. Also is there a way to add the same ticker to multiple portfolios at the same time to compare performance. I do love this app I use it all day long, thank you! 

Answer

Answer
Under review

Hi, you can just add it from the portfolio tab where it says "add symbol", not from the symbol lookup page.

Answer
Under review

Hi, you can just add it from the portfolio tab where it says "add symbol", not from the symbol lookup page.

+1

Hi. Another use case is that whenever I clicked on Follow button on a ticker's page, the ticker was added to my default and only portfolio. So now I have there a few of my real holdings and a lot of tickers I just wanted to watch. That is not practical and I'd like to rearrange it by creating a new portfolio and moving some tickers over there. Most likely I'd use one portfolio for my real holdings and another one for alerts. So the idea suggested by the OP is definitely useful and desired. Or is there a better way how to deal with portfolios, holdings, alerts, etc. ?? Thanks.

+1

Hi, l also think this is a week point in SA. Do it like it is on Yahoo.