Changing the Hosting of Stocks to an Alternative Broker
Posted: Sun Sep 12, 2021 9:07 pm
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
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