portfolio drag and drop

[mnewton]

Have a portfolio (A) with a stock listed say IBM.

have another portfolio (B) with the same stock IBM

drag IBM from (A) to (B). IBM is deleted from A

in (B) IBM is duplicated 

[Jerry Medved]

ok, that works as intended. If you do not want duplicates to show in a portfolio, go to the portfolio editor and check the Consolidate checkbox on the bottom

[mnewton]

The consolidate box is checked.

[Jerry Medved]

checked for which portfolio? the source or the target?  It needs to be checked for the target portfolio

[mnewton]

unchecked for the cource

checked for the target

 

[Jerry Medved]

when you say it is duplicated, do you mean on the table where the quotes are showing, or in the portfolio editor only?

[mnewton]

only in the editor

[Jerry Medved]

that is as intended. the Consolidate is for consolidating multiple entries for the same symbol in the portfolio when displaying it

[mnewton]

if i try to move a symbol to another portfolio 

it doesn't move and it is now pinned with the 

'unable to pin' symbol whenever i mouse into that portfolio

I cant remove the 'unable to pin' icon

[Jerry Medved]

We do not have any such text ("Unable to pin"). Really have no idea what you are referring to. Send a screenshot via email