How to Utilize My Portfolio Features:
Click on the Manage tab and select My Portfolio under Data Management.
Adjust Viewing Categories to see a full view of your portfolio (the properties you currently own, your prospects properties and sold properties).
Scroll down to your properties and find the view menu bar above the list of properties.
Choose a view from those that are available to choose from and click on that view.
Map View
Default
Performance
Mortgage
Property Details
Insurance Data
Due Dates
Equity
Deal Details
Click "Manage views" to edit or add another view to your portfolio.
6. To view a single property or a select few properties, use the "All Properties" filter and select the properties you want to view.
7. To view a single owner or a select few owners use the "All Owners" filter to select the owner you want to view.
8. To view a single Company ownership or a select few companies, use the "All Ownerships" filter to select the companies you want to view.
