To make a copy of a portfolio:


    1. In the TakeStock Explorer, select the portfolio you want to copy.

    2. Click the TakeStock Explorer's Portfolio button and select Copy To Folder from the drop-down menu.  The Copy Portfolio window appears.



    3. Select the folder in which to create the copy.

    4. Optional:
      If the destination folder already contains a portfolio with the same name, specify a new name to be given to the portfolio being copied.


    1. Click OK to copy the portfolio.


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