How to Move Transactions and Positions Between Portfolios

Steps to Move Positions Between Portfolios:

1. Navigate to the Positions Page:

   • Go to the Positions page in your WealthBee dashboard.

2. Select the Position:

   • Right-click on the position you want to move.

3. Access Advanced Options:

   • Hover over the Advanced option in the context menu.

4. Move to a Different Portfolio:

   • Hover over Move Trades to Different Portfolio.

5. Select the Target Portfolio:

   • Choose the portfolio where you want to move the position.

Steps to Move Transactions Between Portfolios:

1. Navigate to the Transactions Page:

   • Go to the Transactions page in your WealthBee dashboard.

2. Select the Transaction:

   • Right-click on the transaction you want to move.

3. Access Advanced Options:

   • Hover over the Advanced option in the context menu.

4. Move to a Different Portfolio:

   • Hover over Move Trades to Different Portfolio.

5. Select the Target Portfolio:

   • Choose the portfolio where you want to move the transaction.

Note:

• Ensure you review the portfolio allocation after moving the trades to maintain accurate reporting.

• Moving trades between portfolios can affect your profit and loss calculations and historical performance reports.

• Importing trades again may cause a duplicate to appear. If that is the case, then