How do I migrate a legacy portfolio to the new version?

If you currently have a legacy portfolio, with or without transactions, and wish to transition to our newer version of the portfolio tool, you have two options:

  1. Manual Portfolio Creation: You can choose to manually create a new portfolio by visiting our portfolio page at . This option allows you to start fresh and customise your new portfolio according to your preferences.

  2. Automated Portfolio Migration: Alternatively, you can patiently wait for our team to automatically create a duplicate of your existing portfolio. We will begin with the migration of portfolios containing only Holdings information. Subsequently, as soon as the new portfolio tool supports transactions, all legacy portfolios with transactions will be migrated as well, ensuring you don't have to build one from scratch. We anticipate this migration to take place around Q4 of 2023.

We are dedicated to providing efficient methods for setting up and managing your portfolio on Simply Wall St. Whether you choose to create a new portfolio manually or wait for the automated migration, we aim to offer a seamless experience that meets your investment needs.

If you have any questions or require further assistance during this transition, our support team is here to help. Thank you for your continued support as we strive to improve our platform and provide you with the best possible tools for your investment journey.



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