Ability to Move or Copy Investments

Describe your idea. The more information you provide, the clearer picture of your idea we will have.

It would be great to be able to move an investment out of a certain instance or copy it to a different instance.

How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and how the idea is beneficial puts us in your shoes.

If investments are accidentally added to the wrong instance, it will be super convenient to be able to select those specific investment and move them to the correct instance. If two different instances have the same investment and ownership percentages, it would be very convenient to copy it over.

Who will benefit from this idea? Whether it's specific roles of users, users of a specific product, or certain departments/markets, this helps us know who to talk to when we need more information.

I think everyone would benefit from this because we all make mistakes.

How do you envision this idea being implemented at K1x? You're the expert and understanding how you see this working helps kickstart the idea.

You would select the checkbox on the far left of the investment, then there would be an option in the drop down menu under "Select All" to move or copy the investment to a different instance.