Author Topic: merging TM porfolios  (Read 1333 times)

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Offline ivan

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merging TM porfolios
« on: 03/01/2017, 10:41:10 AM »
Hi All,

I have 3 portfolios in TM which I operate individually, but I would like to merge all 3 into one and operate that as a single portfolio.

Is there an ťasy' way to achieve this ?   What I'm looking for is a way to export each port , then import each of these into the master .  I know I can export each transaction , but I don't believe there is a way of importing


regards
Ivan

Offline Campbell Sinclair

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Re: merging TM porfolios
« Reply #1 on: 13/01/2017, 11:14:13 AM »
Hi Ivan,

You can export and import individual portfolios however, merging them is not a feature we have available via the software.

Please fire off an email to support@sharewealthsystems.com with details of the types of the portfolios you are looking to combine. We can take it from there and see how we can assist.

Kind Regards,

Campbell Sinclair