Manage Portfolios
Efficiently manage all of your portfolios.
Last updated
Efficiently manage all of your portfolios.
Last updated
Here's a step-by-step guide on how to view, edit, and perform various actions on your portfolios.
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 screen provides a table format view with several columns that display relevant portfolio information.
Viewing Portfolios: In the Saved Portfolios table, you can see the following columns:
Portfolio: This column lists the names of your portfolios.
Number of Companies: It indicates the total number of companies included in each portfolio.
Alert Profile: This column allows you to set an alert profile for each portfolio.
Date Created: It shows the date when the portfolio was initially created.
Date Modified: This column displays the date of the last modification made to the portfolio.
You can click on any portfolio within the table to view detailed information and manage its contents.
Search Functionality: Utilize the search bar to quickly locate a specific portfolio by entering its name. Additionally, you can search for a particular company to identify which portfolios it is included in. This helps you efficiently manage your portfolio composition.
Edit your Portfolios: You have several options for managing your portfolios:
Set Alert Profile: You can define an alert profile for each portfolio to receive notifications and stay informed about specific events or changes related to the companies in that portfolio.
Exporting Portfolios: If you need to export the displayed portfolio information for further analysis or reporting, you can click the export button. This will generate an Excel file containing all the relevant information about the portfolios displayed in the table.
Shortcuts: These are direct links to access the Portfolio Insights feature for each portfolio. These links also allow you to duplicate or remove a portfolio
Rename: To modify the portfolio name, hover your mouse over a portfolio and click on the icon.
Duplicate Portfolio: If you want to create a new portfolio that closely resembles an existing one, you can duplicate a portfolio by clicking icon.
Delete Portfolio: To remove a portfolio, simply click on the icon associated with that portfolio in the table. Alternatively, you can select multiple portfolios by clicking the checkbox in the first column and then clicking the trash bin icon to delete them all at once.
