Import portfolio holdings into MMEX?

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

Moderator: Renato

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FinBob
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Import portfolio holdings into MMEX?

Post by FinBob »

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?
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Renato
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Re: Import portfolio holdings into MMEX?

Post by Renato »

the Share / Stock part is not very well developed.
An import function is not known to me.
I would recommend to do some bookings first to see if the needs can be met.
In the forum and on https://github.com/moneymanagerex/money ... +is%3Aopen there are some hints about the problems / possibilities / wishes.
regards Renato use MMEX since 2009, now with Windows 11
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