Enhancement - Allow copy-paste of Holdings or Trades

[GoogleCodeExporter]

It would be much faster for me to enter certain pieces of data into this tool 
if it was possible to copy-paste either an entire holding (stock ticker) or at 
least individual trades within a holding. 
If an individual invests in something like a 401k, often investments are made 
at the same monthly interval (or twice a month) for the same amount across 
multiple stock or index fund investments.  

Additionally, if the user enters fixed purchase amounts into the fund, this 
would be very helpful in creating an "apples to apples" comparison which 
enabled the user to determine the net gain if investing in mutual fund X vs in 
an index, e.g. S&P 500. 

Seeing that the Symbol itself is read only for each Holding, perhaps if it was 
possible to copy the existing trades onto a new holding being prompted only 
once for the desired new  holding would reduce the complexity of implementing 
this enhancement? 

Original issue reported on code.google.com by david.si...@gmail.com on 3 Jan 2011 at 4:45

[GoogleCodeExporter]

Hi David,

In the current version it is possible to copy a security, although it might not 
be immediately clear.  Switch to the portfolio you want to copy the holding and 
select the "Import" option on the top toolbar.  You can then import the 
holding, which basically duplicates it along with all the trades.  However, 
this does not allow for the symbol to be changed.

The alternative is to edit the holding, select all the trades using 
shift+click, and the press control+c to copy.  You can then paste these trades 
in anther holding to duplicate the trades by pressing control+v in the trades 
list for the holding.

The next version is a bit clearer and allows for the symbol of the holding to 
be changed, but I will make an effort to make sure it is intuitive.  Please let 
me know if any of this does not work for you.

Original comment by mypersonalindex@gmail.com on 3 Jan 2011 at 7:07

• Changed state: Invalid