Merging portfolios

Would be good if investengine would let you merge portfolios. With time realising multiple portfolios just increases complexity!

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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.