If you are importing portfolios from our partners (TD Ameritrade, TradePMR, BlueLeaf, Redtail, Black Diamond, Advyzon, Orion or Schwab) our interface allows grouping of portfolios.
For other portfolios, there is no automated way to group. This enhancement is planned for the summer 2017. In the meantime you can:
- Export each portfolio to Excel
- Merge Excel files into a single one
- Import the merged Excel file into Portfolio Lab