You can copy positions within the same portfolio or copy them to a different portfolio.


To copy positions:


    1. Select the positions in the portfolio view.

    2. Click the More toolbar button and select Copy To Portfolio from the drop-down menu.  The Copy Positions window appears.

    3. Select the portfolio to which you want to copy the positions.

    4. By default, the positions' dividend payments and capital gain distributions will also be copied.  If you don't want this to happen, uncheck the Dividend payments and/or Capital gain distributions boxes.

    5. Click OK to copy the positions.  An informational message appears.


See also:


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