🇺🇸
User Guide
English
EnglishVietnamese
English
EnglishVietnamese
  • About FiinGate
  • 🟦INTRODUCTION
    • About User Manual
    • How to Read This Manual
  • 🟦Getting Started
    • System Requirements
    • Login
    • Restrictions on Account Access
  • 🟦Product Tour
    • Quick Product Tour
    • Platform Layout
      • Header
      • Working Space
      • Footer
    • Features
      • Dashboard
      • Smart Search
      • Screening
      • Company Analysis
      • Dynamic Reports
      • Portfolio Insights
      • Alerts
      • User Management
      • Cart & Order
      • Library
  • 🟦User Manual
    • Change Preferences Settings
      • General Settings for Platform
      • Quick Settings
        • Change Language
        • Change Font size
        • Currency & Unit
      • Workspace Preferences
        • Access Preference Settings
        • Add or Remove Panels
        • Rearrange the Display Order
        • Save Workspace as a Template
        • Manage all Workspace Templates
    • Manage Dashboard
    • Search a Company
      • Using smart search
      • Search multiple companies with conditions
    • View Company Information
      • Summary
      • Company Profile
      • Filing Status
      • Ownership & Group
      • News & Social
      • Industry Overview
      • Financial Statement
      • Score
    • Customize Graphs & Charts
    • Download Information
    • Conduct Analysis
      • Financial Analysis
      • Industry Analysis
      • Peer Analysis
    • Manage Report
      • Types of Report
      • Order & Generate report
        • Business Credit Report
        • FiinGate Factsheet
        • Dynamic Reports
      • Download & View your report
    • Create & Manage Portfolio
      • Create a Portfolio
      • Manage Portfolios
      • Filtered Companies
      • Portfolio Insights
    • Alert Settings
      • Set Alert for a Company
      • Set Alert for a Portfolio
      • Manage All Alerts
      • Create & Edit Alert Profile
      • Following List
    • Payment Process
      • About the Cart
    • Manage My Activities
      • Update my profile
      • Engagement History
      • Transaction History & Billings
  • 🟦Methodology
    • Industry Classification
      • VSIC
      • ICB
    • Financial Ratios
      • Corporate
      • Banks
      • Securities
    • Credit Scoring Models
      • What is Credit Score?
      • About FiinGroup Credit Score
      • FiinGroup Credit Score Methodology
      • Limitation of Credit Score
  • 🟦Support
    • Customer Support
    • FAQs
  • 🟦Related Document
    • Appendix
    • Terms of Use
    • Policy
      • Cookies Policy
      • Privacy Policy
      • Data Policy
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Create & Manage Portfolio

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Last updated 1 year ago

🟦
Create a Portfolio
Manage Portfolios
Filtered Companies
Portfolio Insights