Link securities to Portfolio Report


I’d like to see the ability to link securities to PR automatically based on their ticker/ISIN/WKN instead of having to manually specify a URL, both for existing and new securities. This could be implemented as part of an on-demand update of a security, which should allow bulk updates too.


Thias feature is already implemented. When using the PP search option when adding new securities as indicated by a cloud icon next to the search result.

I see. That works for new securities but how do I do that for existing ones? I’d like to import as much info as possible for existing securities but can’t find the way to do that automatically.