Create a new portfolio

A portfolio groups properties, leases and finances under one administration — for example for private ownership or a real-estate company.

Create a Portfolio

1. Go to Settings;

2. Click New portfolio;
3. Select the country of the administration in the Country of administration field;
4. Choose the type:
   1. Business — for companies and organisations;
   2. Private — for private individuals.
5. Enter the Name;
6. Choose the Type:
   1. Sole ownership — you own 100% yourself;
   2. Participation — then enter your Own share (%);
   3. Managed on behalf of third parties (not owned) — you manage without ownership (0%).
7. Click Save.

After saving you can add fiscal settings, payment details and addresses on the detail page. For a participation or third-party management you can then invite owners or managers.