How do I move a holding to another portfolio?

Recorded a holding under the wrong family member? Move it across in a couple of clicks. It's a reassignment, not a sale. Nothing is taxed and no gain is booked.

Move a holding

Step 1: Open the mover

On the holding's page, click the portfolio name shown under the title. It's the underlined name, like Papa.

Click the underlined portfolio name under the holding's title.

The Move to Portfolio form opens.

Step 2: Pick the new portfolio

Choose who it should belong to. The one it's in now is marked Current. Select a different family member and click Move.

Pick the new owner. The holding's current portfolio is labelled Current.

Note: The whole holding, every buy, its cost and its history, moves with it. Because nothing is sold, there's no capital gain and no tax event.

If you'd rather move only part of a holding, use Transfer Between Portfolios under Transactions instead. It lets you set a Quantity to move.