# Portfolios The Portfolios module is where investment models are created, tracked, and maintained. It provides a single source of truth for allocations, benchmarks, and classifications, ensuring consistency between internal research, live portfolios, and client reporting. #### Organising your Portfolio Portfolios are organised in a clear structure: * All – complete library of all portfolios in the system. * Synced – models that are connected to live data feeds or pipelines (green sync icon). * Custom – shadow or internally created portfolios, often used for testing or client-specific setups. * Archived – inactive or historical models retained for compliance and audit purposes (grey archive icon). * Export – batch export options for use in reporting and external systems. Each portfolio record displays: * Code & Name – unique identifiers for the portfolio. * Platform – mapping to an external system if required. * Category – assigned risk profile or investment style (e.g., Moderate, High Growth). * Icons / Tools – quick actions for editing, syncing, or exporting. **Integration with Reports** Portfolios are the foundation for downstream reporting: * Monthly Factsheets * Quarterly Reports * Custom client deliverables Any updates to allocations, categories, or benchmarks flow automatically into Report Studio templates, maintaining consistency across all output. ### Customised Portfolios Portfolios will be updated regularly based on the data you've provided to us on initial launch. There might be a situation where you need to add new portfolio aside from your regular portfolios regarding to your business requirements. To begin, head to **Manage > Portfolio** and click on **Custom** in **Manage Portfolios** section.

Next, follow the prompts and fill the required fields. And then click **Save** to persist the Portfolio data. ### Archiving Portfolios To archive your portfolio, go to **Manage > Portfolio** and click on **All/Synced/Custom** tab. On the portfolio list, click on the **Archive** button.