How to clone or move an asset to another portfolio?

Whether you made a mistake with the portfolio or simply want to reorganize your portfolios, there’s an easier way than deleting your assets one by one to add them elsewhere.

You can use the "Copy to" feature, which allows you to clone or move an asset from portfolio A to portfolio B with a single click.

Here’s how to do it.

1. Go to the source portfolio.

2. On the line of the asset you want to clone/move, click on the three small dots and then on "Copy to..."

3. In the window that opens, choose the destination portfolio (the one that will receive the asset) and then decide whether you want to clone the asset (leave the option disabled) or move it by removing it from the source portfolio.

Note that it is only possible to clone from a synchronized portfolio but not to delete the asset.

When cloning an asset from a synchronized portfolio, the cloned asset in the destination portfolio will no longer be synchronized. You will need to update it manually if there are changes in the quantity held or the average purchase price.