Portfolios are the core organizational unit in GleanMark. Every trademark you add to a portfolio is automatically monitored. This guide covers the full portfolio lifecycle — creating, organizing, filtering, exporting, and sharing.
Portfolio Workspace
The Portfolios page (/portfolios) shows all your portfolios in a grouped view with:
Search across all marks in all portfolios
Faceted filters (status, class, type)
Bulk selection for multi-mark actions
CSV export of any filtered view
Creating Portfolios
From the Portfolios page, click New portfolio or go to /portfolios/new:
Name (required) — descriptive name
Description — optional notes
Client — optional client assignment (for firms managing multiple clients)
Automatic Renewal Monitoring — toggle for Section 8/9 deadline tracking
Default Alert Settings — per-portfolio alert category toggles and frequency
New portfolios are created as the “Owned” type. The portfolio type isn’t chosen on the create form.
Adding Trademarks
From any portfolio detail page, click Add Trademarks to open the add modal:
Add by serial number — type a serial, GleanMark validates it against the USPTO database
Bulk import — paste or upload a list of serial numbers
Import wizard —
/import-trademarkssearches USPTO by your correspondent email to find your marks automatically
Portfolio Detail Page
The detail page (/portfolios/:id) shows:
Trademark list — searchable, sortable table
Filter sidebar — status, Nice class, mark type, owner
Inline editing — rename the portfolio, update description, change tags
Alert activity — recent alerts for marks in this portfolio
Document and comment counts per mark
Actions — export CSV, manage alerts, delete (duplicate and share are coming soon)
Portfolio Settings
Access via the gear icon on the detail page:
Alert category toggles (override global settings)
Notification frequency
Client assignment
Auto renewal monitoring
Tips
Name portfolios clearly to organize — e.g., “Core Brands” for your marks, “Competitor Watch” for competitive monitoring
Assign to clients if you’re a firm — this links portfolio activity to client reports
Export to CSV regularly for offline backups or client deliverables
Use tags to group related portfolios across clients
What’s Included in Each Plan
Feature | Free | Starter | Professional | Max |
Portfolios | 1 | 5 | Unlimited | Unlimited |
Total monitored trademarks | 3 | 15 | 50 | Unlimited |
Bulk import | Yes | Yes | Yes | Yes |
Related Features
Setting Up Your First Portfolio — Step-by-step creation guide
Shared vs Personal Portfolios — How ownership works in personal vs firm workspaces
Setting Up Alerts — Configure per-portfolio monitoring
Client Management — Organize portfolios by client