The team’s made a raft of upgrades to the new site over the past couple of weeks. You’ll find more options for copying stocks and transactions between portfolios, updated Analyst Consensus charts, and some additional formatting options when it comes to publishing. Copying stocks and transactions between portfolios has never been easier You now have more options when it comes to copying stocks and transactions between portfolios. Click on the “copy” button at the top of your Folio table to quickly copy multiple stocks from one portfolio to another. If you select a single stock and tag “Include Transactions”, you can then also transfer this stock’s transaction history. Copying transactions will only be available if both portfolio currencies are the same, however. This is to ensure the FX rates are consistent across portfolios. Save screen space with Ticker hover This neat addition lets you see the key details for a security by hovering over its stock ticker so you can decide if it’s worth investigating further. As a result, you can remove the “Name” column from your tables while keeping the handy stock popover functionality – meaning more screen real estate for you to…
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