TakeStock Version 0.15j Copyright © 2011 Ravi Bhavnani All Rights Reserved

Introduction Portfolios Holdings Adding a holding Modifying and deleting holdings Moving and copying holdings Quote bar Charts Recent news Symbol finder Historical prices TakeStock options Backing up your TakeStock data

Moving and copying holdings   To move or copy holdings between portfolios, do the following: Highlight the holdings you want to move or copy. To move the holdings, select Holding | Move To Portfolio.  To copy the holdings, select Holding | Copy To Portfolio. TakeStock displays the "Select Portfolio" window.  Select the target portfolio and click OK.