How To Duplicate a Portfolio
Follow along to duplicate your portfolio
Duplicating your portfolio is easy.
You might choose to duplicate your portfolio to better track your investments, perform some analysis, do some testing, or any other number of things.
To duplicate your portfolio, first go to the Portfolios page. Next, click the small triangle to the left of the portfolio you want to duplicate. Then, click Duplicate Portfolio.
In the pop-up that appears, fill out the form and then click Save.
Your duplicated portfolio will now appear on the Portfolios page.