Would be good if investengine would let you merge portfolios. With time realising multiple portfolios just increases complexity!
Hi, thank you for your suggestion! If you want to have less portfolios, please note that you can move the cash internally. See our FAQ Can I transfer funds between my portfolios for more info
I said a year ago that we need the ability to move holding between portfolios. Since they (portfolio’s) are just facades to an underlying account, there really doesn’t appear to be a reason this can’t happen. Strategy changes are made difficult by this lack of facility, and clearly selling and repurchasing holdings presents opportunity costs and tax implications.