Hello,
I transferred CRI shares between XTB and BOSSA. I have a question about how best to do this in Capitally. In this situation there will be no report from either BOSSA or XTB to import, because it’s not a sale of shares or a purchase, so it has to be done manually. Can I do it as follows:
A) export information about the asset with its full history from one portfolio (XTB) in e.g. CSV/Excel format (I’ve found that option)
B) import the data into the BOSSA portfolio (I don’t know what file format is required and whether it will work)
C) after importing the data into the BOSSA portfolio, delete the data (asset) from the XTB portfolio
Best regards,
Jarek