General information

Software Introduction

VIEWS

VIEW BREAKDOWN

PERSPECTIVES

PORTFOLIO

QUERY

WATCH LIST

Cloning a Portfolio

To clone a portfolio:

  1. Right mouse click a portfolio from the Portfolio List view and select either Clone Portfolio or Clone Portfolio as Buy Hold (screenshot).
  2. Name the portfolio clone by either keeping the default name or entering a new name (screenshot).
  3. Click the Finish button to run the portfolio clone (screenshot).
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