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


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 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