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Utilize My Portfolio Features

Manage Views lets you personalize how you see properties, focus on key metrics, and use filters for deeper portfolio insights.

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Written by Sara Fandel
Updated over 3 weeks ago

How to Utilize My Portfolio Features:

  1. Click on the "Manage" tab and select "My Portfolio" under Data Management.

2. Scroll down to your properties and find the view menu bar above the list of properties.

3. 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

For example:

4. Click "Manage views" to edit or add another view to your portfolio.

5. To view a single property or a select few properties, use the "All Properties" filter and select the properties you want to view.

6. To view a single owner or a select few owners use the "All Owners" filter to select the owner you want to view.

7. To view a single Company ownership or a select few companies, use the "All Ownerships" filter to select the companies you want to view.

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