Create quick portfolio out of watchlist
H
HaraldFebruary 18, 24 | Posted in General
Hi,
Is there an easy way to create a portfolio out of a watchlist?
Thank you in advance!
Harald
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Dmitry ShevchenkoFebruary 20, 24
The easiest option is to export your watchlist to a CSV file and then import it as a new portfolio. First, navigate to 'My Watchlists', open your desired watchlist, and then click 'export' -> 'as CSV'. Next, go to 'My Portfolios' -> 'new portfolio', click the 'import' button, and select the exported watchlist CSV file.
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