I have two brokers activated in Portfolio: ING and IBKR. I need to record a stock transfer between brokers without losing historical data. How can I do this? Thank you.
Well you’re not the first one raising this question, and the search function is working quite well.
Use the security you like to transfer, right click → Transfer:
On the next UI:
You need to decide in what you are interested. If you are just looking at the security performance, you do not necessarily need to transfer at all.
If security account performance is any of your interest, than you should choose a price from the day, when you transfer the security.
In German but auto. translation should do the trick: