Duplicate a portfolio

Reasons to duplicate a portfolio

By duplicating a portfolio, you can create a hypothetical version of it to see how changes might impact performance without affecting your actual holdings. You may wish to duplicate a portfolio to isolate different aspects of your holdings and track them separately, such as a spouse’s retirement account.

How to duplicate a portfolio

1. Click the Actions button next to the portfolio you wish to duplicate, then select Duplicate Portfolio from the drop-down menu.

2. You’ll then have the option to name your portfolio and decide if you want its contents excluded from your total holdings.

Delete a portfolio

Permanently delete a portfolio and its holdings.
Download a portfolio

Keep a copy of your portfolio data for your records.
Portfolio limits

Learn limits on portfolios, manual holdings, and aggregated holdings.

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Reasons to duplicate a portfolio

How to duplicate a portfolio

More Portfolio Help

Delete a portfolio

Download a portfolio

Portfolio limits

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How we make money

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How we approach editorial content

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