Infront Investment Manager

Transfer position to another portfolio

You can copy positions of a portfolio with all transaction data to another portfolio. When transferring positions, they are removed from the original portfolio.

To do this, follow these steps:

  1. In the "Portfolio" widget, select the positions that you want to transfer.

  2. Open the "Selected" drop-down list.

  3. From the menu, select the positions you want to copy or move. In brackets, you see the number of positions to be copied or moved.
    portfolio_position_move_EN.png
    The positions are transferred and are now available (also) in the other portfolio. You can then change the position for this individual position.