Bulk Copy to Another Portfolio


Collectr provides the ability to bulk copy any or all of your portfolio to another portfolio.

From the Portfolio, tap the three dots at the top right and then tap the Select option. Then tap on the products you wish top copy. Selected items will display with a green border.

Alternatively, tap on the Select All option at the bottom left to copy your whole portfolio.

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Once you have selected all the products you wish to copy, tap the three dots at the bottom right and select Copy. Then select the portfolio you wish to copy to. ****Once you confirm the copy, the products will now be copied over to the new portfolio.

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Bulk Move to Another Portfolio


Collectr provides the ability to bulk move any or all of your portfolio to another portfolio.

From the Portfolio, tap the three dots at the top right and then tap the Select option. Then tap on the products you wish to move. Selected items will display with a green border.

Alternatively, tap on the Select All option at the bottom left to move your whole portfolio.

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Once you have selected all the products you wish to move, tap the three dots at the bottom right and select Move. Then select the portfolio you wish to move to. ****Once you confirm the move, the products will now be moved over to the new portfolio.