Clone a portfolio to create a separate copy of its holdings, trades, dividends and notes without changing the original.
Clone Your Portfolio
Use the portfolio menu to create a copy:
Open the portfolio selector in the top-left corner.
Select Manage Portfolios at the bottom of the menu.
On the Portfolios tab, find the portfolio you want to copy. Use the search field if needed.
Click the three-dot menu (⋯) at the right of that portfolio’s row.
Select Clone.
In the Clone Portfolio? window, click Yes, Clone to confirm.
The cloned portfolio appears in your portfolio list. Check that you have opened the copy before making changes.
What Gets Copied
Cloning copies these records into a separate portfolio:
Holdings
Trades
Dividends and distributions
Notes
You can use the copy to test an import, try a cleanup workflow or compare reporting settings. Editing the cloned portfolio does not change the original.
Check Tax Settings After Cloning
Cloning does not preserve your customised capital gains tax (CGT) sale allocation method. The cloned portfolio can use a default method instead, so its tax results may differ even when the transactions match.
Before comparing or relying on the cloned portfolio’s tax reports:
Select the relevant financial year and review the portfolio’s default sale allocation method.
Check any holding-specific overrides and reapply your intended settings. See Capital Gains Tax Settings.
Check any manual parcel selections and recreate missing selections. See Manually Choose Trade Parcels.
Manual parcel selection requires a Premium or Pro AUD plan. Basic and Standard AUD plans do not include it. This requirement applies to manually choosing purchase parcels for sell trades.
Remember, this is general information, not personal financial advice.