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Duplicate a Portfolio
Navarre Trousselot avatar
Written by Navarre Trousselot
Updated over a week ago

Sometimes you may wish to experiment with a portfolio without affecting the one you have set up.

Navexa allows you to duplicate (clone) a portfolio, with all the trades, dividends etc.

1. Go to the 'Manage Portfolios' screen, by clicking the 'portfolio selector' next to 'Overview' in the navigation menu.

Then select 'Manage Portfolios' at the bottom of the menu.

2. For the portfolio you wish to clone, click the 'Actions' menu and then select 'Clone'.

3. You will be asked to confirm the duplication. Click 'Yes, Duplicate' to proceed.

4. Your duplicated portfolio will now show up in the list with the same name plus Copy.

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