More Actions: Export Investment

How to export shares

To export shares go to the Holdings section and scroll down to the bottom and tap on the ‘More actions’ button:

Then, tap on ‘Export investments’:

Then, you need to select which investments you’d like to export.

Next step is to select how much of each investment you’d like to export. You can either use the sliders to export percentages or file the number of shares manually. By pressing on the quantity*, you will be able to enter the desired number:

If you’re exporting all shares from a given slice, that slice will be removed from the pie and you’ll need to adjust the pie’s target allocation back to a total of 100%.

Confirm when ready, and that’s it! 🎊

You can move shares as often as you'd like without any limitations. 

Tip: To move shares from one pie to another, simply Export the shares from Pie 1 and then Import them to Pie 2.

👉 Here is more on how to import shares.