Portfolio Management
Portfolio Creation
When you first log in, AssetView will automatically create your first portfolio with a name that you choose.
To create additional portfolios, visit the portfolio management drop down menu on the top right of the application. This menu also enables you to restore portfolios.
AssetView Cloud Backup
AssetView automatically backs up each of your portfolios to AssetView's cloud. In Settings>Data, you can invoke a back up of your portfolio to AssetView's Cloud.
Portfolio Access
As an installed application, the local storage and access to a portfolio is specific to the application on that computer. To access your portfolio on a different computer, restore the portfolio from AssetView's cloud. If you make changes to the application in that second environment and then want to include those changes in your first environment, then you must then restore from AssetView's cloud in the first environment.
Settings Import/Export
In Settings>Data, you can import and export just the Settings data of your portfolio. This is useful in creating a new portfolio that duplicates only the settings from an existing portfolio (i.e. your investment data is not included in the export).
Delete Portfolio
In Settings>Data, you can delete your portfolio. You may choose to "Lock" a portfolio to prevent yourself from accidentally deleting that portfolio. If you do unlock a portfolio and elect to delete it, AssetView will prompt you to enter a number sequence to confirm deletion. See Security for more information.
Rename Portfolio
In Settings>General, you can rename your portfolio.