Consolidate multiple portfolio's simply and quickly beyond drag and dropping individual codes around or re-typing codes one at the time, bulk 'copy paste' from any source would be a great advantage....
You can do a copy/paste between the exported PEX files. They are simple text files that can be opened with notepad. From there you can copy basically everything minus the first and last lines, then paste them into a new PEX file. To get this new PEX file, just make a new blank...nothing in it portfolio then export it. It's a little tricky to copy just the correct information, but I just tried it and it worked like a charm. A few practice tries and you'll be a champ at it in no time flat. Once done, import the new PEX file that has all of the pasted symbols in it.
