Sometimes, it can be helpful to duplicate your portfolio.
This is helpful when researching new investments for your portfolio.
Duplicating a portfolio in TradeSmith is easy.
First, go to the Manage area of My Portfolios.
You can see in our screenshot above that we were looking in our Watch Only portfolios. “Watch Only” is highlighted in gray.
Your portfolio list will appear.
Click the triangle to make a option list appear.
This makes a pop-up menu appear.