Changing the Hosting of Stocks to an Alternative Broker

https://www.moneymanagerex.org/features ... and-shares

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Wirmike
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Changing the Hosting of Stocks to an Alternative Broker

Post by Wirmike »

YouTube:
https://www.moneymanagerex.org/blog/ite ... hares-demo
MMEX STOCKS AND SHARES DEMO [7m56]
(22 August 2017)
—————————
Recently there has been some significant movement in the hosting arrangements for securities including those for ISAs and basic share holdings.
So, after my portfolios have moved around, I am hoping to show these movements in MMEX.
Unlike the ability to move a Current Account transaction from one current account to another, I cannot see any arrangements w/in MMEX to enable these stock moves w/- ease.
Using the YouTube demo as an example - always worth a re-watch!- can you explain the steps that would be taken to say change the portfolio hosting of Comm Bank Shares.

EXISTING
=======

[Host]Comm Bank Shares
—————————————
> s_Telstra
> s_ANZ Banking
…………………………..
[Host]My Broker
————————
> AMP

ACTION
======

Move: s_Telstra
From: Comm Bank Shares
To: My Broker

PROPOSED (NEW)
==============

[Host] Comm Bank Shares
————-—————————
> s_Telstra (See Note 2 - Will this entry remain if history is retained?)
> s_ANZ Banking
…………………………..
[Host]My Broker
————————
> AMP
> s_Telstra


Notes:
1:
Hopefully it should be possible to record the ACTUAL date of the move.
2:
I cannot yet be sure if the entire history of s-Telstra would be moved or the ‘past’ history would remain with the Comm Bank hosting…
- only the future activity then recorded under the My Broker host after the transfer.

Hope you can help.

END
MartinArmstrong
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Re: Changing the Hosting of Stocks to an Alternative Broker

Post by MartinArmstrong »

Above link to video is broken.

Should be:

https://www.moneymanagerex.org/blog/ite ... hares-demo

or directly on Youtube

https://www.youtube.com/watch?v=UJr2M743p10
Wirmike
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Re: Changing the Hosting of Stocks to an Alternative Broker

Post by Wirmike »

Oops! Thank you, Martin for posting the correct link.

:-)
Wirmike
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Re: Changing the Hosting of Stocks to an Alternative Broker

Post by Wirmike »

I have done some further digging around the Forum and have stumbled upon the submission from adamlylegallagher dated, 17SEP2020. In this, I ‘discovered’ the “Move” button near the bottom of the Stock Portfolio window. I tried this and moved some stock successfully to their new Broker hosts.
So my ask for help has already been addressed, albeit for a slightly different reason to mine, but then it shows that MMEX has depth and not just width.
Thank you, adamlylegallagher for your inspiration.

Ps to the developers: I am liking more and more the new feel to the product: the installation, the ‘Themes’ and the Start-up window et al.
I am sure that I will not be alone in thinking this!
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