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Transferring Investment data into another account

 
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Joined: 27 Feb 2008
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PostPosted: Wed Feb 27, 2008 7:28 pm    Post subject: Transferring Investment data into another account Reply with quote

I need to transfer my investment data (NOT just current list of equities) two
different accounts into new investment account. The only option I found was
to "Transfer Out"/"Transfer In" action - one position by one, manually; or
automatically, by closing old account and selecting where equity positions
should be transferred.

However, "Transfer Out"/"Transfer In" is not transferring all actions (such
as "Buy", "Sell", "Dividends", etc.).
That makes all numbers like "Realized Gains", "Gain", "Total return",
"Annualized Return" (and, I suspect, many more - Lots and Capital Gains,
etc.) totally wrong.

"Cut and Paste to Account..." and "Export" - "Import/Recover" do not work.

What do I do?

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