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Portfolio Management

Written by Howard Katzenberg

This article covers the portfolio-related routes available in GleanMark.

Portfolio Workspace

The following protected routes are registered for portfolio workflows:

  • /portfolios

  • /portfolios/new

  • /portfolios/:id

  • /portfolios/:id/settings

  • /inbox

Creating Portfolios

A protected route is registered at /portfolios/new.

Adding Trademarks

Use /import-trademarks if you want to import trademarks.

Portfolio Detail Page

A protected route is registered at /portfolios/:id.

Portfolio Settings

A protected route is registered at /portfolios/:id/settings.

Tips

  • Use /portfolios for portfolio-related navigation.

  • Use /import-trademarks if you want to import trademarks.

  • Use /inbox to access the inbox page.

What’s Included in Each Plan

Portfolio route availability by plan is not defined in the provided evidence.

Related Features

  • /owners

  • /alerts

  • /watches

  • /clients

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