Portfolio export and import

Support Questions
1

I created an account and manually inputted all buys, sells, conversion, transfers, etc and its was looking perfect along with different accounts.

But then I exported whole portfolio and created another account and imported the json. Now when I look at the metrics and portfolio values - they are totally different. Like holdings were similarly but the total portfolio value, profits, and other metrics were way off. like the difference was of 15KCAD in total portfolio value.

Account 1 - rheagan05@shootence.com
Account 2 - neredya12@magicth.com

Might give another try with creating 2 more profiles with one - manually inputting all values and then export-import to another account.

If this works, then I am planning for yearly subscription.

2

Can you double-check that the viewing currency and return calculation options are the same?

If the holding quantities are correct, other metrics should be alright as well.

3

Sure, will try to screenshot everything and attached it to the post. Thank you.

4

Why do you need to create another account? I think you had 3 already. It’s totally fine to just ask for a trial extension if you need more time :slight_smile:

5

Yes, even that is correct. Sorry, My bad. Will delete every transaction from account 2. Will then double check all the transactions from account 1. Then export and import to account 2.