MMEX Discussion Forum

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?

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.