Moving accounts between projects

Support Questions
1

Hello, I created new project Y and I would like to move some accounts from previously created project X. Is there any possibility to do that without deleting account from project X and then import data in to the account of project Y? Thanks in advance.

Regards,
Magda

2

Hi Magda,

Yes, there is a simple way! You can export positions from the first project and import them into the second one.

Just:

  • open Portfolio
  • open Positions tab
  • toggle multi selection above the table
  • select positions you want to export
  • from the panel at the bottom click Export → Export Items
  • open the new project and drop these files there

This will transfer both transactions, accounts and assets - you don’t need to delete anything or create them from scratch.

Best regards,
Rafał

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