---
title: 'Portfolio Transfer'
url: 'https://www.wavealert.app/en/features/portfolio-transfer'
markdown: 'https://www.wavealert.app/en/features/portfolio-transfer.md'
date: '2026-11-10'
description: 'Import and manage your entire portfolio quickly. Add assets, purchase prices and holdings — see gains and losses instantly.'
---

# Portfolio Transfer

The Portfolio Transfer feature allows you to build your complete asset list quickly and easily — whether you are adding real portfolio positions or simply monitoring assets on your watchlist. Wavealert brings everything together in one clean overview.

---

## Easily find and add assets

You can search for any asset by **name**, **ISIN**, or **ticker**.
As you type, Wavealert instantly displays relevant matches.

Highlights:

- fast, smart search suggestions
- support for all major asset classes
- cryptocurrencies appear as a **green tile**
- perfect for adding new assets or building a watchlist

![Search interface for adding new assets to Wavealert](https://www.wavealert.app/assets/helppage/en/create_asset_2-723a5f693d456eab4675d9fef40fb8bd734b7b241375599baf4e5d69f3168be4.png)---

## Adding real portfolio positions

If an asset is part of your actual portfolio, you can enter:

- the **purchase price**
- the **number of units**
- decimal values for cryptocurrencies and fractional shares

Based on your data, Wavealert automatically marks the asset:

- **green** when you are in profit
- **red** when you are in loss

This gives you an instant overview of your performance.

![Wavealert portfolio position showing BMW stock holdings, purchase value, current performance, and trade history.](https://www.wavealert.app/assets/helppage/en/edit_portfolio_asset_1-aafa1639491eb8f533a9c131c4da7672ac73f0bdac995b4ee72b89fe0a340545.png)---

### Practical example

> You import your existing portfolio and want to see gains and losses immediately.
> With Portfolio Transfer, you enter assets within minutes — and Wavealert instantly highlights your winners and underperformers.

---

## Perfect combinations with other Wavealert features

- **[Portfolio Tracker](https://www.wavealert.app/en/features/portfolio-tracker)** – view all assets in a unified list
- **[Stock Watchlist](https://www.wavealert.app/en/features/portfolio-tracker/stock-watchlist)** – monitor individual stocks effortlessly
- **[ETFs & ETCs](https://www.wavealert.app/en/features/portfolio-tracker/etfs-etcs-funds)** – manage ETFs and commodity products
- **[Cryptocurrencies](https://www.wavealert.app/en/features/portfolio-tracker/cryptocurrencies)** – track crypto holdings with alerts
- **[Gold & Silver](https://www.wavealert.app/en/features/portfolio-tracker/gold-silver-precious-metals)** – add physical metals to your portfolio
- **[Chart Alerts](https://www.wavealert.app/en/features/chart-alerts)** – react to meaningful price movements automatically
- **[Strategy Notes](https://www.wavealert.app/en/features/notes)** – store personal strategies per asset
- **[News Analysis](https://www.wavealert.app/en/features/news-analysis)** – understand market moves instantly
- **[200-day-moving-average](https://www.wavealert.app/en/features/200-day-moving-average)** – recognize long-term trends

---

 REGISTER 

[REGISTER](https://www.wavealert.app/en/signup)

 Register for free and create alerts and notes tailored to your strategy.
 Learn more about our fair pricing under [Pricing](https://www.wavealert.app/en/prices).

---

## Navigation

- Parent: [Features](https://www.wavealert.app/en/features.md)
- Previous: [Portfolio Tracker](https://www.wavealert.app/en/features/portfolio-tracker.md)
- Next: [200 Day Moving Average](https://www.wavealert.app/en/features/200-day-moving-average.md)