Portfolio Management
Video Guide: Manage Portfolios
Overview
When you first sign in, AssetView will automatically create your first portfolio with a name that you choose.
AssetView enables you to manage multiple Portfolios, each of which is completely separate and distinct. By default, there is no interaction across portfolios. Click the drop-down menu on the top right to see a list of your portfolios. Selecting a portfolio will open that portfolio and close the one that you are navigating away from.
Backup
AssetView automatically backs up your portfolio to AssetView's Cloud each time you open the portfolio and each time you sign out of the application. In Settings>Data, you can also invoke a backup of a portfolio to AssetView's Cloud. There are five backup spots reserved for each portfolio, each of which has a date and time stamp.
Manage Portfolios
The Manage option on the drop-down menu on the top right opens the Manage Portfolio facility. Here you may create a new portfolio, restore a portfolio, or open an existing portfolio.
New Portfolio: To create a new portfolio, assign a portfolio name, name the first account, and click create. Your new portfolio will open.
Templates: AssetView provides Template Portfolios you may install that are comprehensive examples for you to explore and use as a guide.
Restore: When restoring portfolios, you are presented with a drop-down list of your portfolios. When you select a portfolio, you are presented with dated versions of that portfolio starting with the most recent version. Select a version and click the "Restore" button.
If the restore of a portfolio is initiated from the same browser on the same computer as the original, the restore function overrides the original. The version you choose to restore will become the current working copy of that portfolio.
If a restore of a portfolio is initiated from a different computer or a different browser as the original, the restore creates a clone. The clone is a separate copy of the first and will not sync with the first.
Existing: Click the Existing tab to see a list of your portfolios, any of which you can choose to open.
Delete a Portfolio
There are two ways to delete a portfolio.
- You may delete a portfolio from within that portfolio. To do so, navigate to Settings>Data and click the "Delete Portfolio" button. In the configuration screen, you will also see a checkbox that you may select to lock the portfolio and avoid accidental deletion. To delete a portfolio that has been locked, it first needs to be unlocked. Once you unlock a portfolio and elect to delete it, AssetView will prompt you to enter a number sequence to confirm deletion.
- From the drop-down menu on the top right of an open portfolio, select the "Manage" option to open the Manage Portfolio facility. Here, you will find three dots in the right most column next to each portfolio that allows you to delete that portfolio. Once you click "Delete", you will be asked to confirm with a code that you may copy into the blank box. You may then click Accept to delete the portfolio.
In Settings>Data, you may choose to "Lock" a portfolio to prevent yourself from accidentally deleting that portfolio.
Rename a Portfolio
In Settings>General, you can rename your portfolio.
Settings Import/Export
In Settings>Data, you can import and export just the Settings data of your portfolio. This is useful in creating a new portfolio that duplicates only the settings from an existing portfolio (i.e. your investment data is not included in the export).