How To Move Positions to Another Portfolio

NOTE: The only positions that can be moved are manual positions. Synchronized positions automatically update and cannot be moved out of the synchronized portfolio.

moving positions

To move positions and any alerts saved with them to different portfolios, take the following steps:

  • Click on the Positions & Alerts tab (1) in the main menu at the top of the page.
  • Click on the Positions tab (2).
  • Select the Position(s) you would like to move (3).
  • Select Move at the bottom menu (4).

IMPORTANT: When moving multiple positions, all selected positions will be moved to the same portfolio.

select the portfolio where to move

  • Select the portfolio to move the position(s) to from the list of available portfolios.
  • Click the OK button.
How To Copy Positions from One Portfolio to Another

To copy one or more positions to another portfolio take the following steps:

  • Click on the Positions & Alerts tab (1) in the main menu at the top of the page.
  • Click on the Positions tab (2).
  • Select which positions you would like copied (3)
  • Select “Copy” in the menu bar at the bottom (4).

copy the positions

Click on the down arrow to select which portfolio you would like these positions copied to.

select a portfolio

If you like we can add new alerts to these copied positions, simply check the box to the left of “Copy Alerts.”

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Editing and Deleting

Moving/Copying