adding copy-securities.md

config/en/mkdocs.yml

@@ -124,5 +124,6 @@ nav:
       - Reinvesting dividends: how-to/reinvesting-dividends.md
       - Import fund data from Morningstar: how-to/morningstar.md
       - Hack data file to add defauly Quote Feed: how-to/quote-feed.md
+      - copy securities between portfolios: how-to/copy-securities.md
   - Reference manual:
       - Reference manual: reference/index.md

docs/en/assets/demo-portfolio-04.xml

@@ -6980,7 +6980,13 @@
       <entry>
         <string>client-filter-selection</string>
         <config-set>
-          <configurations/>
+          <configurations>
+            <config>
+              <uuid>PaymentsViewModel</uuid>
+              <name></name>
+              <data></data>
+            </config>
+          </configurations>
         </config-set>
       </entry>
     </configurationSets>

docs/en/how-to/copy-securities.md

@@ -0,0 +1,19 @@
+---
+title: Copy securities between portfolios
+---
+
+To copy a security between portfolios, you must arrange the two portfolios side by side. (see Figure 1).
+
+Figure: Side-by-side display of two portfolios.{class=pp-figure}
+
+![](./images/portfolios-side-by-side.png)
+
+After opening two or more portfolios, they are displayed in the portfolio bar located just below the menu bar. The active portfolio, typically the last one opened, is easily discernible. To switch between portfolios, you can select the corresponding tab in the portfolio bar.
+
+However, for tasks like copying securities between portfolios, it's necessary to have both portfolios visible side by side. Securities cannot be directly dragged and dropped or copied and pasted between portfolios in the portfolio bar.
+
+To **arrange** portfolios side by side, choose one in the portfolio bar, click and hold the mouse to drag it to a new position. With two portfolios, you can position them either horizontally (left to right) or vertically (top to bottom). In Figure 1, the arrangement is left to right. This process can be repeated with multiple portfolios, allowing you to make more than two portfolios visible at the same time.
+
+For **copying** securities between portfolios, both portfolios need to be visible. Then, you can select a security from Portfolio A and drag it to the `All Securities` option in the side panel of portfolio B. There, you can drop the security to create a copy. Pay attention, as it's feasible to unintentionally create identical securities (e.g. two instances of `share-1`).
+
+It's important to note that dropping the security within the main top panel is not possible. 

docs/en/reference/index.md

@@ -8,12 +8,10 @@ Figure: Opening screen of the PortfolioPerformance program.{class=pp-figure}
 
 ![](./images/components-UI.svg)
 
-Certainly:
-
 Figure 1 illustrates the outcome of selecting the `All Transactions` view, accessible either through the side panel or the menu `View > All Transactions`. The last Buy transaction for `share-3` is selected, prompting the display of a chart showing the historical quotes of `share-3` in the lower panel. The following UI elements can be distinguished:
 
 - **Menu bar** containing five elements: File, View, Transaction, Online, Help. This menu bar is *not* context sensitive.
-- **Open projects**: you can open multiple projects simultaneously. The highlighted project is visible in the panels below. Projects marked with a star (*) preceding their name has been changed and should be saved before closing. It is possible to display two projects side by side in the UI.
+- **Open projects**: you can open multiple projects simultaneously. The highlighted project is visible in the panels below. Projects marked with a star (*) preceding their name has been changed and should be saved before closing. It is possible to display two projects [side by side](../how-to/copy-securities.md) in the UI.
 -  The **Side panel** serves as a convenient shortcut for accessing various views within the project. All available options can also be accessed through the `View` menu. It's important to note that the list in the side panel mirrors the options available in the `View` menu, providing a one-to-one translation of the available views. The chosen view dictates the content displayed in the adjacent top and bottom panels. Next to the options `Securities` and `Taxonomies`, a very small (green) icon will let you add new elements.
 - **Top panel**: in the example of Figure 1, the top panel contains the `All Transactions` view. This is a list of all the transactions that you have made with your portfolio, such as deposits, withdrawals, buys, and sells. The default columns, such as `date`, `type`, `security`, ..., are initially visible. However, you have the flexibility to modify them using the Settings (cog) icon located in the top-right corner. Please, note that the icons in the top-right corner are specific to this view and may not necessarily appear in other views.
 - The **Bottom panel** follows the selection of the top panel. For example, selecting `share-1` in the top panel will display the chart of this share in the bottom panel.