There are various scenarios where you may wish to clone an investment strategy within a report.


1. You may wish to clone a current investment strategy that you've created within the same or one of the other review sections.


e.g. A client has a number of existing investments, each with a slightly different investment strategy. Rather than creating each investment strategy afresh it would be much quicker to create a copy of a previous one and edit it.

 

2. You may wish to clone a new investment strategy that you've created in the Investment Strategy section.


e.g. You're recommending a number of new plans all with slightly different investment strategies. Rather than creating each investment strategy afresh it would be much quicker to create a copy of a previous one and edit it to reflect the differences.


3. You may wish to clone a current investment strategy that you've created in a review section and then edit and reuse it in the Investment Strategy section.


e.g You're reviewing an existing investment and wish to recommend a slightly different investment strategy for it moving forward because a couple of the funds are performing poorly. Rather than creating the revised investment strategy afresh it would be much quicker to create a copy of the current investment strategy for the plan, and then edit it to reflect the fund changes. 


How to Clone an Investment Strategy


The following instructions walk you through how to clone an investment strategy for the 3 scenarios highlighted above.


1. Cloning a current investment strategy within a review section


1. Select the current investment strategy you wish to clone in the Current Investment Strategy (IS) field within the Plan Summary - Add / Edit Plan page.

2. Click the clone IS button to the right of the drop down. An exact copy of that investment strategy will be created with the name "Copy of...."



3. You'll be directed to a new page where you'll be able to edit the name of the cloned current investment strategy. Although this name wont appear in your report we'd strongly recommend that you give it a sensible name so you can easily identify it should you wish to use it for another plan in one of the review sections of that report.

4. Having edited the name and made the changes to the underlying investments, click the arrow button at the bottom of the page and you'll be directed back to the Plan Summary - Add / Edit Plan page where you'll notice that the newly cloned investment strategy is automatically selected for the plan.  


2. Cloning a new investment strategy in the Investment Strategy section


1. Within the Investment Strategy step of the Investment Strategy section click on the clone icon to the right of the investment strategy you wish to clone.



2. An exact copy of this investment strategy will be created and added at the bottom of the investment strategy table with the name "Copy of......".



3. Having created the copy, you can then edit its name by clicking on the edit icon to the right of the investment strategy name (remember this name will be included as a sub heading within your report), and the underlying investments that make up this investment strategy in the usual way by clicking on the edit investments link.


3. Cloning a current investment strategy for reuse in the Investment Strategy section


1. Within the Investment Strategy step of the Investment Strategy section click on the clone current investment strategy button above the investment strategy table.



2. You'll be directed to a new page where you'll see all of the current investment strategies that you've created in this report.


3. Select the current investment strategy you wish to clone and click the clone current investment strategy icon to the right of the investment strategy you wish to clone.



4.  You'll be redirected back to the main Investment Strategy step page where you'll notice that an exact copy of this investment strategy has been created and added at the bottom of the investment strategy table with the name "Copy of......"


5. Having created the copy, you can then edit its name by clicking on the edit icon to the right of the investment strategy name (remember this name will be included as a sub heading within your report), and the underlying investments that make up this investment strategy in the usual way by clicking on the edit investments link.


Related Reading


How do I clone an existing investment?


How can I set up my account so an asset allocation pie chart and a table detailing the funds that make up a portfolio are automatically inserted into my reports?