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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.


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



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