Copy Portfolio
The 'Copy Portfolio' feature enables you to create a duplicate version of an existing portfolio in your account. This can be useful if you would like to collaborate on a portfolio, but would also like to keep your own private version of the portfolio as well.
Copying a portfolio not only copies the structure of the portfolio, but also copies all of the content within it.
Step 2: Select Portfolio
Locate the portfolio that you would like to hide.
3. Click anywhere on the portfolio's row to reveal its options. Select Copy Portfolio.
Step 3: Copy Portfolio
4. Edit the Name of the new portfolio. If you do not edit it, the portfolio will be called, "Copy of (Existing Portfolio Name)".
5. Click Copy Portfolio.



