This portion of the guide will give an overview on Portfolios and how they can be leveraged to easily access groupings of deals. Also this section will provide useful links for accessing topics on Portfolios.

For in depth details about using Portfolios, see the Help Guide on Portfolios.

Overview

Portfolios provide a way of grouping together a certain set of deals. By leveraging portfolios, you can monitor the status of multiple projects from a single easy to get to location.

Accessing a Portfolio

Like a deal, a portfolio can only be viewed by users who have been granted access to it. When creating a deal it can be specified as Public, Public: Read Only, or Private.

After creating a portfolio, its contributors can control who has access to it in the same way that permissions are managed generally throughout the platform. See Portfolio Access for more information about controling which users can access a portfolio.

Portfolio Types

Portfolios come in two types: Static or Dynamic.

A Static portfolio has its deals specified manually by its users. Changing which deals show in the portfolio is done by explicitly adding or removing a set of deals.

A Dynamic portfolio includes deals that are spcified by a set of user-defined filters. These filters can be applied to attributes of a deal, such as its Market, State, Fund and much more. These filters can have multiple clauses that can be strung together with logical operators to form a complex query.

For more information on how to specify which deals show for a given portfolio, see Adding Deals to a Portfolio.

Custom Views

A Portfolio can be customized to have contain views (represented in the tab bar) to provide insights specific to the portfolio. While all portfolios contain a default Deals view, they can additionaly have a set of user-defined views. These views can further filter, sort, and group the deals within the portolio, and contain a set of columns that are unique to the view.

For more details about portfolio views, see Custom Views.