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View portfolios

See the introduction to Assetti's main views to understand the available features. 

How to view your portfolios

  1. Select Properties view from the left side menu.
  2. Click on My portfolios under the main title.
  3. Click the blue portfolio tab with the number of portfolios.
  4. Select a portfolio tile to open the portfolio you want to view.
  5. Click on the main title of the selected portfolio to view details.
  6. Navigate between following tabs using the navigation bar: 
    • Info: You can add and view general information of the portfolio. Several key metrics are also derived from Assetti's calculations and shown here.
    • Strategy: You can modify strategic summary, strengths and weaknesses of the portfolio under this tab.
    • Properties: You can view, add, and link your properties to the portfolio. 
    • Photos: You can insert and change the portfolio's picture. 
    • Financial info: You can view income and costs for the entire portfolio and their changes on a monthly basis at the account level.
    • Notes: You can view notes and tasks related to the properties.

View these steps with images

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