When you copy a portfolio, you allocate a dollar value to replicate the stock holdings and weights of the portfolio you copied. dub assigns you a portfolio name, ticker, and icon derived from the portfolio you copied. These can be edited and customized at any time.

Copying portfolios isn’t continuous. Changes by the original portfolio creator will not reflect in your account. To stay in alignment, you may "Sync" your portfolio with the original portfolio stock holdings and weights at any time.