How to Use My Portfolio:
Click on the Manage tab and select My Portfolio under Data Management.
Scroll down to your properties and hover your mouse over the property you're interested in to generate options to edit, go to property page, upload documents, and more.
At the top section you will find options to add property, go to your documents, perform a stress test, export the data, and set up due dates.
You are also able to view the different holding options such as your owned properties, your prospect properties and sold properties.
Use the filters to refine the properties displayed.
Expert tip: If you are thinking of selling a property that you own and buying a prospect, you could use the filtration section in order to see what your portfolio could look like.