The import feature does not allow trades for ETF’s to be included. For equity portfolios this means manual data entry. This will prevent hedged portfolios that use ETF’s to use the Import Trade feature.
Can this please be fixed?
Thank you
If we look at the import tool again, can we also look at the remaining inconvenience I flagged the last time around (along with a proposition for a solution) → https://www.portfolio123.com/mvnforum/viewthread_thread,8883_offset,10
Thx
Jerome
Can this please be fixed?
bump
We’re looking into this - might have something next week.
For right now, ETF trans are NOT supported with the import tool. You’ll have to use the old “Manual Buy/Sell” page for ETF trans.
ted
Portfolio123 Support
Can you give us any update as to the timeline of the fix?
Should get to this sometime next week
Ok thank you, it would be a major help as we’re now trading more ETF’s than stocks now.
If I understand correctly, the aforementioned error occurs when one attempts to import an ETF transaction into a live book.
If this is indeed what’s happening, the problem will be resolved shortly.