"Transfer Between" Suggestion

[stevetone]

Today I had to transfer 35 positions from one account to another account. Unless I missed something, this required me to first create the Investment in the receiving account, and then use the Transfer Between dialog to perform the Transfer Out/Transfer In actions.

It would seem to me that if the Investment does not exist in the receiving account the Transfer Between dialog should go ahead and create the new Investment for you. It would simply copy the Properties of the Investment from the account that it is being transferred out of.

Like I said, I may have missed something. If not, then this would be a useful enhancement.

Steve

[Mark]

Hi Steve,

You didn't miss anything... This is something we really should add. It would save a lot of time in these cases. Unfortunately, as it works today, you do have to go create the investments first, and then do the transfer.

Thanks for the feedback.