What You’ll Learn in This Guide
We’ll walk you through two essential steps to get started:
1. How to Create a Portfolio
A portfolio allows you to organize and manage properties effectively. Here’s how to create a portfolio:
Access the All Portfolio's Page: Locate the icon column on the left hand side and click on the ‘Pin’ icon.
Create a New Portfolio: Click the + button located immediately to the right of the search bar.
Enter a Unique Portfolio Name: Give your new portfolio a unique name that reflects the portfolio’s purpose or contents to identify it easily.
If you want to edit a portfolio name in the future, check out manage and edit portfolios.
Save Your Portfolio: Click Save Portfolio to create and save it.
💡 Pro Tip: Searching and Filtering Portfolios
As you add more portfolios, you can quickly locate and organize them using the search and filter features.
2. How to Add a Property
Now that your portfolio is created, it’s time to add a property, here's how:
Select Your Portfolio: Click on the portfolio where you want to add your property.
Add a New Property: Click the + button located immediately to the right of the search bar.
Enter Property Details:
Type in a Unique Property Name to make the property easily recognizable.
Enter the Property Address in the provided field. The property address must be located in the United States.
If you need to update property details later, check out how to edit properties in your portfolio.
Save Your Property: Confirm by clicking Add property.
💡Pro Tip: Automatically Upload Multiple Properties
If you want to upload multiple properties at once automatically, learn how to batch upload with our guide here.
3. How to Use the Interactive Map to add a Property
In addition to entering details manually, you can quickly add a property by interacting directly with the map. Here's how to pinpoint and add a location:
Select Your Portfolio: Click on the portfolio where you want to add your property.
Add a New Property: Click the + button located immediately to the right of the search bar.
Click the Interactive Map: Click directly on the Interactive Map, located on the right hand side, to add an address.
Alternatively, drag and drop the marker on the map to pinpoint the property’s location.
Enter Property Details:
Type in a Unique Property Name to make the property easily recognizable.
Save Your Property: Confirm by clicking Add property.
💡Pro Tip: Searching and Filtering Properties
As you add more properties, you can easily find and sort them using the Search and Filter tools.
FAQs
Can a property belong to more than one portfolio?
Yes, a single property can belong to multiple portfolios within Neural Earth. This allows you to group and analyze the same property across different projects, clients, or risk strategies.
Why can’t I create a portfolio?
Ensure you’ve set up your Organization first and have a role that can create new portfolios. Refer to How to Set Up Your Organization.
Can I change the name of my portfolio or property later?
Yes, both portfolio names and property details can be edited.
Can I add multiple properties to a portfolio?
Yes! A portfolio can contain multiple properties, and you can use search and filter tools to manage them efficiently.