Duplicating or Splitting Portfolios

HI there,

Given the ability to create Portfolio Groups, I’d to be able to make two portfolios out of an existing one, either by splitting it or duplicating it and deleting some holdings from one and then the others from the other, if that makes sense.

Does anyone know if this is currently possible / in the pipeline, or would I have to do this manually?


Hey @FreeMarsh you can duplicate portfolios in the ‘Manage Portfolios’ page. Click the ‘Actions’ menu and you’ll see ‘Clone’.