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# How to Duplicate a Portfolio

### TL;DR
|| Duplicate an existing portfolio to reuse its structure and listings for a new client—without carrying over old notes, chats, or documents. This is the fastest way to create a new, clean portfolio for a buyer with similar needs.
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### When to use this
Consider portfolio duplication when:
* You’re working with buyers who have **similar profiles or search criteria**
* You want to **save time** instead of creating a portfolio from scratch
* You’re restarting a search with a **new client but a proven structure**

Think of this as cloning the *framework*, not the history.
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### Step-by-step instructions

1. Go to the **Portfolio Dashboard**.
2. Locate the portfolio you wish to duplicate.
3. Click the **three-dot menu** on the portfolio card.
4. Select **Duplicate**.
5. In the modal that opens, enter the **new portfolio details** (name, client info, etc.).
6. Confirm to create the duplicated portfolio.
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### What gets copied vs. reset
**Copied:**
* Portfolio structure
* Listings (as imported properties)

**Reset (clean slate):**
* Property descriptions
* Uploaded documents
* Private notes
* Chat history
* Any buyer-specific edits

This ensures the new portfolio behaves as if the listings were just imported—no data leakage, no confusion.
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### Common issues & tips
* **Avoid duplicating for radically different buyers** → It may require more time to adjust than to create anew.
* **Rename immediately** → This helps prevent mixing up active portfolios with similar names.
* **Review buyer description first** → Update it before sharing with the client.
* **Performance note:** Duplicating is faster than importing listings one by one, especially for large portfolios.
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### Related articles
* [How to Create Your First Portfolio](https://propwise.crisp.help/en/article/create-your-first-portfolio-in-5-minutes-1yigcry/)
* [How to Edit a Portfolio](https://propwise.crisp.help/en/article/how-to-edit-a-portfolio-fwcv33/)
* [How to Share a Portfolio with Your Client](https://propwise.crisp.help/en/article/how-to-share-a-portfolio-with-my-client-z9lvqg/)