Import/Export Fund Holdings

Would it be possible to create a import that would enable us to bring in fund holding names on a plan and to export details of fund holdings?
We have recently needed to report on fund holdings for our new business in past 2 years. Now we have compiled that data we would like to import it in to Plannr and be able to export it again in the future.

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Upvoters
Status

Rejected

Board
💡

Feature Request

Tags

Reporting / Exports / Searches

Date

Over 2 years ago

Author

Anita Brennan

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