---
title: "How do I create a derived transaction portfolio?"
slug: "how-do-i-create-a-derived-transaction-portfolio"
tags: ["derived portfolio", "what-if", "copy"]
updated: 2026-01-07T10:15:39Z
published: 2026-01-07T10:15:39Z
canonical: "support.lusid.com/how-do-i-create-a-derived-transaction-portfolio"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.lusid.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How do I create a derived transaction portfolio?

You can create a [derived transaction portfolio](/v1/docs/what-is-a-derived-transaction-portfolio) that is a live copy of an existing parent transaction portfolio at that moment in time.

> **Note:** Once created, you can only [change certain characteristics](/v1/docs/updating-certain-characteristics-of-an-existing-portfolio) of a derived portfolio in some circumstances. If you ever need to delete the parent portfolio, you must first delete the derived portfolio.

To create a derived portfolio, you must specify a unique identifier, friendly name and the unique identifier of the parent portfolio. Other characteristics are inherited (such as the accounting method, amortisation method, transaction type scope, list of sub-holding keys and so on), but you can override these if desired.

> **Note:** While it is *possible* to change the inherited creation date and instrument scope of a derived portfolio, this is not recommended.

To examine the complete set of data fields for a derived portfolio, examine the [API documentation](https://www.lusid.com/docs/api#operation/CreateDerivedPortfolio). Note that to subsequently interact you can use the APIs in the `Portfolios` and `Transaction Portfolios` collections as well as the `Derived Transaction Portfolios` collection.

## Using the LUSID REST API

1. [Obtain an API access token](/v1/docs/how-do-i-obtain-and-use-a-short-lived-api-access-token-from-okta).
2. Call the LUSID [CreateDerivedPortfolio](https://www.lusid.com/docs/api#operation/CreateDerivedPortfolio) API for your LUSID domain, passing in your API access token, nominating a `scope` in the URL, and specifying in the request body:

For example, to create a derived portfolio in `myexamplederivedscope` (in the URL; this is created if it does not exist):

```json
curl -X POST "https://<your-domain>.lusid.com/api/api/derivedtransactionportfolios/myexamplederivedscope"
  -H "Authorization: Bearer <your-API-access-token>"
  -H "Content-Type: application/json-patch+json"
  -d '{
    "displayName": "Example derived transaction portfolio",
    "code": "Growth",
    "parentPortfolioId": {
      "scope": "myexamplescope",
      "code": "Income"
    }
  }'
```

Providing the request is successful, the response lists the inherited values applied to other data fields. Note the identifier for the derived portfolio entity consists of the `scope` and `code`:

```json
{
    "id": {
        "scope": "myexamplederivedscope",
        "code": "Growth"
    },
    "type": "DerivedTransaction",
    "displayName": "Example derived transaction portfolio",
    "created": "2022-01-01T00:00:00.0000000+00:00",
    "parentPortfolioId": {
        "scope": "myexamplescope",
        "code": "Income"
    },
    "version": {
        "effectiveFrom": "2022-01-01T00:00:00.0000000+00:00",
        "asAtDate": "2022-10-14T15:42:29.7166460+00:00"
    },
    "isDerived": true,
    "baseCurrency": "GBP",
    "instrumentScopes": [],
    "accountingMethod": "Default",
    "amortisationMethod": "NoAmortisation",
}
```
  - A `displayName`.
  - A `code` unique within the `scope`.
  - The `scope` and `code` of the parent portfolio.

## Using the LUSID web app

1. Sign in to the [LUSID web app](https://www.lusid.com/app) using the credentials of a LUSID administrator.
2. From the top left menu, select **Data Management > Portfolios**.
3. Find the transaction portfolio you want to derive from and select **Create derived portfolio** from the menu at the end of the row: ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/b6f37666-e7e9-42c1-8916-11dbe6cea7d2.png?sv=2026-02-06&spr=https&st=2026-11-09T06%3A14%3A31Z&se=2026-11-09T07%3A14%3A31Z&sr=c&sp=r&sig=62iv%2F51cHKhh3FyryMlF0HuhMzjNIyV9X0WEvE4Ebws%3D)
4. On the **Basic data** screen of the **Create Derived Portfolio** dialog, specify a **Scope** and **Code**: ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/4d30789b-a630-4a7e-b4f1-68e1fd6f2ce9.png?sv=2026-02-06&spr=https&st=2026-11-09T06%3A14%3A31Z&se=2026-11-09T07%3A14%3A31Z&sr=c&sp=r&sig=62iv%2F51cHKhh3FyryMlF0HuhMzjNIyV9X0WEvE4Ebws%3D)
5. Override the other inherited characteristics of the parent portfolio if desired and click the **Create** button on the **Property constraints** screen.