Overview
If you’ve accidentally added a holding to the wrong portfolio, the Transfer Holding tool in Navexa helps you move it — along with all its trades, dividends, and performance history — into another portfolio.
⚠️ Important: Portfolios in Navexa represent ownership structures (tax entities). Only use this tool to fix setup errors — not to reflect real-world transfers between owners or entities.
When Not to Use Transfer Holding
Do not use Transfer Holding if you’re reflecting a genuine ownership change — for example:
Moving shares from an individual to a joint account.
Transferring between entities (e.g. trust → individual or company → SMSF).
For those cases:
Record a Sell in the original portfolio (on the transfer date).
Record a Buy in the destination portfolio (on the same date).
Use your broker or share registry transfer details for accurate prices and dates.
🚫 When the Transfer Option Won’t Work
You cannot transfer a holding if the destination portfolio already contains that same security.
Navexa doesn’t merge holdings — this ensures your tax, dividend, and performance data stay accurate.
If you need them combined:
Manually re-enter or move the trades into the existing holding, or
Delete the duplicate holding before transferring.
How to Transfer a Holding
Open the Holding
Go to your Overview or Portfolio screen and click the holding you want to move.
Open the Actions Menu
In the holding’s page, click the Actions button (top-right).
Select Transfer Holding from the dropdown.
Select Destination Portfolio
In the pop-up window, choose the portfolio you want to transfer the holding to.
Click Transfer to confirm.
Your holding — including all trades and performance history — will appear instantly in the new portfolio.
Notes
You can only transfer one holding at a time.
The original holding isn’t deleted; it’s simply reassigned.
Transfers are best used for setup corrections, not ownership or tax events.
If the destination already has that holding, you’ll need to merge manually.