Create a Portfolio

Creating a portfolio allows you to organize and track a group of companies for analysis and monitoring purposes. We offer multiple ways to create a portfolio, including:

Creating a Portfolio with a Peer List:

If you have already conducted a peer analysis and have a list of selected companies, you can easily create a portfolio using this peer list. Please refer to the Peer Analysis feature for more information on how to save the peer list to a portfolio.

Creating a Portfolio from Scratch:

To create a portfolio from scratch, follow these steps:

1. Access Saved Portfolio screen:

First go to the Portfolio Insights section and click on the "Manage your Portfolio" button. Alternatively, you can go to the Library feature.

Upon entering the Portfolio Insights section or Library, you will be directed to a screen called Saved Portfolio. This is where you can create and manage your portfolios.

Figure 1: Saved Porfolio screen

1. Create a Portfolio:

Click on the "Create portfolio" button to initiate the portfolio creation process. A new window will appear, allowing you to enter a name for your portfolio.

Figure 2: Create new portfolio

Enter a unique and descriptive name for your portfolio in the provided field. Once you have entered the name, click on the "Create" button. The newly created portfolio will now be displayed in the list on the Saved Portfolio screen.

1. Add Companies to the Portfolio:

Select the portfolio you just created by clicking on it. Within the portfolio view, click on the "Add Company" button. A popup window will appear, providing you with options to add companies to your portfolio.

To add companies to your portfolio, you can use the search bar to find specific companies and add them individually.

Alternatively, you can upload a file containing a list of existing companies by following these steps:

• First, download our template by clicking on the "Download template" hyperlink. The template will provide you with the necessary columns, such as company name and tax code. Fill in the required information and save the file.

• Then, click on the "Choose file" button and select the saved file from your device. Finally, click "Apply" to add the companies from the uploaded file to your portfolio.

Figure 3: Add company

You have now successfully created a portfolio. You can now track and analyze the companies within your portfolio, gaining valuable insights and effectively managing your investments.

Figure 4: Portfolio Details