This feature helps you create a safe “sandbox” copy of a portfolio so you can test changes without impacting your real reporting.
When to use Duplicate (Clone)
Duplicate a portfolio when you want to:
Test different CGT strategies or parcel selection without changing your real results
Try an import or cleanup workflow on a copy first
Experiment with grouping, filtering, or reporting settings in a separate portfolio
If you’re creating a portfolio for a different entity or long-term tracking, create a new portfolio instead (see Add a Portfolio).
What gets copied to the cloned portfolio
When you duplicate a portfolio, Navexa copies:
Holdings
Trades
Dividends / distributions
Notes
What does not get copied (important)
Tax settings do not copy across.
That means your cloned portfolio starts fresh from a tax settings perspective, even though it has the full transaction history.
In particular:
Capital Gains Tax Settings reset to the portfolio default (including any holding-specific settings and financial-year settings)
Any customised sell allocation approach you’ve configured will need to be set again in the cloned portfolio
If you use manual parcel selections (Specific Identification), you’ll need to recreate them
Guides:
Re-set CGT strategy and holding-level strategies (see Capital Gains Tax Settings)
Recreate manual parcel selections (see Manually Choose Trade Parcels)
Understand strategy options (see Introduction: Tax Strategies)
How to duplicate a portfolio
Click the portfolio selector (top-left, next to Overview).
Select Manage Portfolios (at the bottom of the menu).
Find the portfolio you want to duplicate.
Click Actions → Clone.
Confirm by clicking Yes, Duplicate.
What happens next
Your cloned portfolio will appear in the list with the same name plus Copy.
Rename it any time (see Rename or Change a Portfolio Name).
Before relying on tax reports in the cloned portfolio, reapply any tax settings you had customised (see Capital Gains Tax Settings and Manually Choose Trade Parcels).
FAQ
Will duplicating affect my original portfolio?
No. The original portfolio is unchanged. The clone is a separate portfolio you can edit independently.
Why are my CGT results different in the cloned portfolio?
Because tax settings reset in the cloned portfolio. Reapply your CGT strategy and any manual parcel selections before comparing results.