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Create a portfolio

With Assetti, you can create multiple portfolios and add your properties in the respective portfolios. 

How to create a portfolio

  1. Select Properties from the left side menu.
  2. Click on the +ADD button on the upper right corner.
  3. Select Portfolio from the drop down bar in the pop-up box.
  4. Enter your portfolio name and Confirm.
  5. Fill in information of your portfolio using the Pencil icon on the upper right corner of editable fields, and Save once finish.

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To add properties to your portfolio, please check our instructions here.

 

 

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