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Import Portfolio from more than 1 broker

Lot of us have multiple broker accounts. We wantot see our portfolios overall across the accounts. Today you allow importing from one - can you enable feature for importing portfolio from more than 1 account

1 person likes this idea

Hi Navaneet,

Currently, this isn't possible, Navaneet. You can only import holdings from one broker at once. That said, while we currently don’t offer this feature, this is indeed a great one from a user's perspective. We have had other customers asking about this feature as well. 

We have passed along your thoughts and needs to our product development team for now. Additionally, we have added you to the follow-up list, so as soon as we do have news regarding this feature, we’ll be sure to reach out. 

Feel free to let us know if you have any other questions or feedback.


Angel Broking Portfolio not importing?
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