If you have a Legacy Portfolio (with or without transactions) and want to use our New Portfolio tool, you can easily copy your transaction history to the new version. This ensures your returns remain accurate and gives you access to new and upcoming features without rebuilding your portfolio from scratch.
Steps to Migrate Your Portfolio
- Open your Legacy Portfolio
- At the top of the portfolio page, click the "Try The New Portfolio" button.
- Wait a moment while your New Portfolio is created
- Done! You can still access your Legacy Portfolio version anytime in the Legacy Portfolios section of the Portfolios tab
After Migration
- Your New Portfolio will include all your past transactions for accurate performance tracking
- You’ll have access to enhanced features in the updated portfolio tool
- Your Legacy Portfolio remains accessible for reference at any time
If you have questions or need help during the migration, contact our Support Team at support@implywallst.com, and we’re here to make the transition smooth.