This dialog is available from the File / File Operations / New Investment from Existing... menu command. This command may be utilized to create a copy of an existing investment, where you wish to retain all the pricing and property information, but create a new investment with new transaction data.
This command creates a new investment by copying data from an existing investment. The new investment will be created with all the same properties as the existing investment, and optionally include pricing and transaction data from the existing investment. If transaction data is not copied, all buys, sells, transfers, and distributions will not be transferred from the existing investment. If pricing data is not copied, all alerts, comments, splits, and closing price data will not be transferred from the existing investment.
The new investment will be saved to a new investment file (*.dat), located in the same directory as the existing investment file, but with a new, unique filename.
Create Investment from Portfolio Dialog
Create Investment from Investments Dialog