Add a portfolio
  • 11 Jan 2021
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Add a portfolio

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

From a contact

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

From the 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 information
  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 Portfolio
  4. In Settings, select share with relations
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