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Where can I find the Portfolio overview?

You reach the Portfolio view by clicking on corresponding icon in the top Navigation.

How can I create a new Portfolio?

Go to the portfolio overview add a portfolio and choose a name. In the portfolio master page you can then add projects to your portfolio.

How can I share a Portfolio?

Go to the portfolio master page and add collaborators or readers in the Access Rights panel. Note that the all the information in the portfolio is visible for the invited users even if they have no access rights to some of the Valuator projects in the portfolio.

What is shown in the IRR Distribution Tab?

You see the relative frequency (histogram) of your returns. You see the returns of all the projects in the portfolio.

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