Portfolio Management
Video Guide: Manage Portfolios
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.
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
AssetView supports two types of users: read-write and read-only. Each portfolio may have only one read-write user. Each portfolio may have multiple read-only users. A read-write user has full access to the portfolio with full editing rights. A read-only user also has full access to the portfolio. While a read-only user may make edits and those edits may be temporarily saved for that read-only user, those edits are automatically discharged upon the read-write user saving the portfolio. So the effective use of the portfolio for a read-only user is for viewing only.