Avoid duplicates in a group of portfolios
I have multiple portfolios running different strategies. I put them all in a group. I would like to avoid buying duplicates across these portfolios.
To do this, add a filter line to the search involved. Stocks <> (name of portfolio).
Xavier Vetticappallil commented
TRUDY LOPER commented
to do this, add a line to the SEARCH involved. stocks <> (name of portfolio)