Add a portfolio
  • Updated on 21 May 2020
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Add a portfolio

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Portfolios gather information from securities or any other type of items. Those items can be equities, bonds, collectibles, real estate, private equity or even bottle of wine.

From a contact

  1. Create a new contact
  2. Click on actions
  3. Create a new portfolio

From model portfolio

  1. Go to my account
  2. Go to company
  3. Go to model portfolio
  4. Click on actions
  5. Click on generate portfolio from model
  6. Enter portfolio detail infromation
  7. Click on Generate

Link a portfolio to a relation

Portfolios are linked to a Contact and Relations gather Contacts. This means that if you wish to link a portfolio to a relation, you need to first create a contact, then create a relation, and link them together. To share a portfolio .

  1. Create a portfolio
  2. Click on Actions
  3. Edit Portfoflio
  4. In Settings, select share with relations
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