Portfolios

The Portfolios page lists the portfolios available when you add or edit a client. Each portfolio defines expected returns over different timeframes (1 year, 5 years, 10 years, 20 years) for poor, likely, and good scenarios.

View portfolios

Open the menu (top left) and choose Portfolios. The list shows each portfolio’s name and return values.

Add a portfolio

Click New Portfolio (below the grid). A form opens in a drawer.

• Enter Portfolio Name (required).
• Fill the return fields (1Y Poor, 1Y Likely…). You can use negative values for poor scenarios.
• Click Save (bottom of the form).

A notification confirms success or failure. If the name is missing, the form stays open and the name field is focused.

Edit a portfolio

Click a row in the grid. The same form opens in a drawer with that portfolio’s data. Change the fields you need, then click Save. Reset discards your changes in the form and restores the original values. Close closes the form without saving.

Delete portfolios

Select one or more rows using the checkboxes, then click Delete. A confirmation dialog (Are you absolutely sure?) lists the portfolios you selected. Click Delete again to confirm or Cancel to abort. A notification indicates when the deletion is done.