You can easily add trades of one portfolio to another portfolio. This can be accomplished in four easy steps.
- Open the "Portfolio" tool by selecting "Portfolio" in the application main menu then "Portfolio" again.
- Select one portfolio (A)
- Right click on that portfolio (A) and select "Import trades from another portfolio"
- In the new form, select the portfolio (B) whose positions will be added to portfolio (A)
It is also possible to add a portfolio's trades to another one by selecting "Tools", in "Portfolio" form, then "Import trades from another portfolio".
Note that this operation does not affect the original portfolio's trading system or settings such as the maximum number of positions, long/short cash...
It only adds current and historical trades or transactions of portfolio (B) into portfolio (A) and consequently updates portfolio measures such as the number of holding assets, return, drawdown, equity, portfolio value and available cash.
There are several other ways to add trades or positions in a portfolio:
How to import trades into a portfolio
How to quickly add several positions to your portfolio