Bulk rename symbols across Pro client portfolios
For Pro accounts managing the same investments across multiple client portfolios, it would be useful to be able to rename a symbol across all relevant portfolios in one action. For example, allotment trades imported from contract notes may initially be recorded against a temporary ASX code such as PGFXX.ASX, before the final code PGF.ASX becomes available. Currently, the Rename Symbol action needs to be completed separately in every portfolio containing that holding. For Pro users managing a large number of client portfolios, this can mean repeating the same change many times. A bulk rename option could allow a Pro user to change PGFXX.ASX → PGF.ASX once and apply the change to all relevant client portfolios containing that symbol. This would significantly reduce repetitive portfolio administration for Pro users who manage the same investments across many clients.