Site Update
Migrating to Custom Assets
By StocksCafe  •  April 26, 2023
In the previous article, we promised to create a tool for users to easily migrate from Other Assets to Custom Assets. Here are the steps to easily migrate.
  1. Go to this page on desktop
  2. Choose the asset to migrate.
  3. Choose the portfolio to migrate the transactions to
  4. Choose the symbol for the asset
  5. [Optional] Add a website for the asset, if any
Tip: We highly encourage users to create a separate portfolio to house all Custom Assets. Note: Even after migration, the asset will not be deleted from Other Assets (so that you can check that everything is properly migrated over). As always, feel free to reach out if you feel any issues or have any feedback. Happy investing!...
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By StocksCafe
StocksCafe was created originally as a personal project to help me make better investment decisions. I decided to share it because it grew to a project that I believe many can benefit from. Feel free to let me know how it can improve to better assist you ...

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