Sometimes you may want to move a holding from one portfolio to another. Navexa makes this easy with the Transfer Holding option.
How to Transfer a Holding
Follow these steps to move your holding:
Open the Holding
From the Overview or Portfolio screen, click on the holding you’d like to move.
Go to Actions Menu
In the top right corner of the holding’s page, click the Actions button (1).
Select Transfer Holding from the dropdown menu (2).
Choose Destination Portfolio
In the Transfer Holding pop-up, select the portfolio you want to move the holding to.
Click Transfer to confirm.
Notes
You can only move one holding at a time.
The holding will appear in the new portfolio instantly.
All associated trades and performance history will move with the holding.
This action does not delete the holding — it simply reassigns it.
❗ If the holding already exists in the portfolio you’re transferring to, Navexa will not merge them. Instead, it will create a separate holding.
This is to avoid confusion about whether dividends, trades, and other records should be combined.
If you really want them combined, you’ll need to:
Confirm all dividends in the destination holding.
Manually add the other trades from the original holding into it.