Import Assets into Investments PIP (aka Manage) | Picket Invest

Import Assets into Investments PIP (aka Manage)

in progress

Leo Orozco-Mulfinger

Investors should be able to add/import existing portfolio. This import should be easy enough for a final user to self service on the IO PIP side.

Both Bulk Import and Individual Import is needed.

Filip Witkowski

marked this post as

in progress

Leo Orozco-Mulfinger

marked this post as

planned

In so far as Manage PIP needs to grow up, we'll need to support with the appropriate importing set of features.