In Portfellow, you can create custom groups to organize your investments by various parameters, in addition to the built-in groupings. For example, you can categorize investments by geography, risk level, investment strategy, sector, and more. This guide will walk you through how to use this feature effectively.
Good to know
A free subscription allows you to create one custom group. For additional groups, a paid subscription is required, enabling up to 10 custom groups depending on your package.
Creating new group
To create a new group, go to the “Manage Custom Groups” page. You can access this by opening the settings menu at the top of the screen or by selecting the “Manage Custom Groups” link in the “Group by” dropdown on the portfolio dashboard, summary, or report pages.
On the Custom Groups page, click the “Add Group” button. This opens a modal where you can name your new group. After entering a name and pressing “Save,” your new group is created, and you can begin adding categories and subcategories to it.
Managing a group
To edit a new or existing group, click the edit icon or group name on the “Manage Custom Groups” page. This opens a new view where you can:
- Reorder categories by dragging the “handle” icon beside each name.
- Edit the group name (click the pencil icon beside the current name at the top).
- Add new categories (click “New Category”).
- Add subcategories (click “Add Subcategory”).
- Delete categories (click the delete icon).
- Rename categories (click the pencil icon next to the name).
To delete a group, go to the “Manage Custom Groups” page and click the delete icon next to the group.
Adding / removing investments from a category
You have two options to add or remove investments from a category or subcategory.
Option 1: Use the “Manage Group” page. Click on the group name to expand the group row, then use the search function to find and add investments. Select the investments you want and click “Add to Category.” To remove an investment, click the X icon next to its name. Be sure to save your changes.
Option 2: Go to the specific investment’s settings page, use the “Custom Groups” field to add the investment to desired groups, and then click “Save.”
Using custom groups
To utilize custom groups, use the “Group By” filter on the portfolio dashboard, summary page, or some reports. Select the desired group, and your investments will be organized by your categories. If any investments are not yet configured, they will appear under the “Other” category.