All ideas

Ability to Move Individual Trades/Parcels Between Portfolios

Currently, it seems that entire holdings can only be moved between portfolios, such as moving CBA from Portfolio 1 to Portfolio 2. However, it would be highly beneficial to have the ability to move individual trades or parcels between portfolios instead of transferring the whole holding. This looks like it should be a fairly simple modification as the "Update Trade"/'Modify Trade" operation already includes a holdingId in the payload, which is in turn linked to a portfolio. For example, if I am building a portfolio specifically for a future home purchase, I may want to transfer certain CBA trades or parcels from my main portfolio into this dedicated "home purchase" portfolio, allowing me to track and manage them separately. This feature would provide more flexibility in how I organise and monitor investments based on different financial goals.