Portfolio Management

Video Guide: Manage Portfolios

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Overview

In AssetView Central, AssetView's Portfolio management features include creating a portfolio, opening an existing portfolio or a sandbox, restoring a portfolio, and deleting a portfolio.

Open a Portfolio

• In AssetView Central, to open an existing portfolio, click on it.

Create a Portfolio

• In AssetView Central, to create a portfolio, click New Portfolio, choose the portfolio edition, assign a portfolio name, and click create.
• Your new portfolio will open.

Open a Sandbox

• In AssetView Central, you may also open a sandbox. AssetView's Sandbox portfolios come in two flavors.
• The first, the baseline portfolio, shows you how AssetView looks when fully in gear.
• The second flavor sandbox is a blank portfolio so you can try what you have in mind before running it in your active portfolio.

Backup and Restore a Portfolio

• To understand Assetview's restore feature, let's first explore AssetView's backup feature.
• AssetView's portfolio backup feature is automatic.
• If there are any new entries into a portfolio, AssetView automatically backs up your portfolio to AssetView's Cloud each time you open, exit, or lock the portfolio.
• Please note that if you close your browser window without locking or exiting your portfolio, AssetView will still automatically lock your portfolio, but will not create a fresh backup of your data.
• In addition to the automatic backup process, you may manually invoke a backup at any time from within a portfolio in Settings>Data. AssetView keeps the most recent automatic backup and up to 4 additional manual backups, each of which is date and time stamped.

Restore

• In AssetView Central, when restoring a portfolio from a backup, select the portfolio, select the version of the portfolio as denoted by the backup's date and time, and click Restore.
• That portfolio will restore and open.
• The version of a portfolio you choose to restore will become the current working copy of that portfolio.

Delete a Portfolio

• You may delete a portfolio from within AssetView Central or from within that portfolio.
• Deletion of a portfolio has 2 layers of protection to ensure you do not accidentally delete a portfolio.
• From within a portfolio, in Settings>Data, the Disable Deletion checkbox, when checked, prevents accidental deletion.
• You may check or uncheck the checkbox at any time.
• It must be unchecked to delete the portfolio.
• You will also be prompted to confirm with a code.
• You may copy the code provided into the blank box.
• Clicking Accept will delete the portfolio.

Switch Portfolios

• From within a portfolio, 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.

Rename a Portfolio

• From within a portfolio, in Settings>General, you can rename your portfolio.

Share a Portfolio

• You may choose to share access to a portfolio with another current AssetView user.
• The sharing function is accessible from either AssetView Central or from within a portfolio in Settings>Sharing.
• Each portfolio may have multiple Read-only users and one ReadWrite user. In the email box, enter the email address of the user that you are going to share with.
• The email address must be the same one that the user employs to sign into AssetView.
• When you send the share message, and the share will show as pending. When the other user signs in to their AssetView account, in AssetView Central>User>Inbox, they will have a message offering the share, which they may accept.
• The share is then pending a final security step; you must open the portfolio to complete the share.
• You will then see the portfolio as shared, and the other user will then have read-only access.
• Although the read-only user may enter temporary edits to the their Read-only version of the portfolio, those edits are overwritten by the ReadWrite user's portfolio whenever the ReadWrite user opens or exits the portfolio.