Import portfolio holdings into MMEX?
Posted: Wed Mar 02, 2022 8:35 pm
Hello I am a new MMEX user and setting up my database.
I have an existing brokerage account with several dozen holdings in it. I'd prefer not to manually enter all the holdings but don't see a method for importing an existing portfolio into an MMEX investment account.
Is there a way to do that?
I have an existing brokerage account with several dozen holdings in it. I'd prefer not to manually enter all the holdings but don't see a method for importing an existing portfolio into an MMEX investment account.
Is there a way to do that?