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  2. Investment firm management

How to move a company/investment to a different investment firm (portfolio)?

To organize your investments Ledgy allows you to move companies between your personal portfolio and investment firms

  1. Go to the Performance tab of the current Investment firm or in your personal portfolio (My portfolio) in which the company is currently in.
  2. Click on the three-dot menu on the right side when you hover over the company.
  3. Select Move Investment and select an existing investment firm to move it to. 

If you haven't created the new Investment firm yet, do that first by following the steps in How to create an investment firm.