Creating a portfolio can be launched directly from the toolbar context menu by selecting “Portfolio Overview”

Once clicked, the Portfolio Overview form will appear, a new portfolio can be created from here.

Clicking “Create New Portfolio” navigates to the Create Portfolio form. The portfolio must have a name but does not have to have any email addresses (to receive notification of monitored event changes) or any events checked at the time of creation.

Email addresses can be added and removed in the Create Portfolio form using the -/+ buttons.

When clicking on the “?”, this will display the monitoring events supported by each country, note: monitoring is currently only supported in the UK.

Managing Companies includes the addition and removal of companies within Portfolios by clicking “add” and “remove”.