Portfolios: Save and manage lists of favorites

Portfolios: Save and manage lists of favorites

Create and manage lists of favorite Dashboards for quick reference with the Portfolios feature.

Open Portfolios from the sidebar menu.




Back to User Guide 

Build a portfolio

If you haven’t created a portfolio yet, Portfolios will open on a mostly-blank screen. Click the + New Portfolio button to get started.




  1. Name your portfolio

Enter a name for your portfolio in the NEW PORTFOLIO pop-up window. Then click the Create Portfolio button at bottom right to proceed.





  1. Add items

If you haven't added anything yet, your portfolio will display another mostly-blank screen. Click + Add Items to search for and select entities.






  1. View and edit items

Portfolios are automatically sorted by entity (Artist, Song or Release Group) as you add items and displayed in rows with KPIs visible at a glance. 


Portfolios are never “locked.” You may add or remove items as often as you wish.






Manage portfolios

Click ← Portfolios at top left to navigate back to the main Portfolios manager. All portfolios are listed with a title, creation date, date of last update and item counts for artists, songs and release groups.


Use the search bar at top to filter your existing portfolios by title or portfolio ID.


Start a new portfolio anytime with the + New Portfolio button at top right.





Portfolio FAQs 


Can I generate a report directly from a portfolio?

Not yet, but we’re working on it.



Can I export portfolios?

Not yet, but we’re working on it. 











More to know 

Settings: Customize your CONNECT experience

Build a Trend Report

Dashboards: Visualize key data and performance






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