Move a holding — along with its trades and dividends — to another portfolio without re-entering anything.
Move A Holding
Open the holding's detail screen (tap it from your Holdings list).
Tap the ⋯ (more) button in the top-right.
Tap Move to Portfolio.
In the Move to Portfolio list, tap the destination portfolio.
You'll see Holding moved and return to the previous screen. The holding and all its history now live in the destination portfolio.
Good To Know
You need more than one portfolio. The option only appears when you have at least two; otherwise it's hidden.
The current portfolio isn't listed. The chooser shows your other portfolios.
Read-only portfolios. If a portfolio is shared with you as read-only, the ⋯ menu (and the move option) isn't available.
To close without moving, tap Cancel or tap outside the dialog.
Tip: The same ⋯ menu also lets you Rename the holding, open its Settings, or Delete it.