If you need to add an investment, you may find it quicker to clone one of the existing investments in your Investment Library rather than create one from scratch. 

Cloning an investment is a particularly quick and efficient way of adding several investments to your Investment Library where the information about each investment is similar. For example, a range of risk-rated model portfolios where the underlying funds, with a handful of exceptions, are broadly similar, and the allocations are slightly different.

To clone an investment, click the Clone Investment icon to the right of the investment name.


A new window will open containing exactly the same information as the original investment. You can then edit the fields as required. Once done, click Save and the newly created investment will be added to your Investment Library.