What You’ll Learn in This Guide
1. How to Create a Portfolio
Creating a portfolio is the first step in managing and analyzing risk effectively for your organization. Before creating a portfolio, confirm you’ve already set up your organization. If you haven’t, learn how to set up your organization.
Here's how you can easily create a portfolio:
Access the All Portfolios page: Locate the icon column on the left hand side and click on the ‘Location pin’ icon.
Create a New Portfolio:
Click the + button located immediately to the right of the search bar.
Enter a Unique Portfolio Name to identify it easily. We recommend using a clear, unique and recognizable name that reflects the portfolio’s purpose or contents. This can be updated later if needed.
Save Your Portfolio: Click Save portfolio to create and save your new portfolio.
💡Pro Tip: Searching and Filtering Portfolios
Easily search for specific portfolios using the Search Bar located within the All Portfolios Page.
2. How to Add Properties to Your Portfolio
Once your portfolio is set up, you can start adding properties to it for detailed analysis. Here's how you can easily add properties to your portfolio:
Open Your Portfolio: Navigate to your selected portfolio from the Risk Page.
Add a Property:
Click the + button located immediately to the right of the search bar, within your portfolio.
Type the address of the property you wish to add into the search field.
Select a Matching Address:
A dropdown will display suggested addresses as you type.
Choose the correct address from the list.
Name the Property:
Fill out the Unique Property Name field.
Use a personalized name to easily identify the property.
Finalize the Addition: Click Add Property to add the new property to your portfolio.
💡Pro Tip: Update Property Location Using the Interactive Map
In the Edit Property pop-up screen, you can drag and drop the Icon Indicator on the interactive map on the right hand side to update the property’s location.
After moving the icon:
A notification will appear with the new address.
Click the notification to confirm and update the Property Address field automatically.
To dismiss the notification without updating, click the X button.
3. How to Edit Your Portfolio
To edit an existing portfolio, follow these steps:
Locate the Portfolio:
Search for the portfolio you want to edit by scrolling through the list.
Alternatively, type the portfolio name into the search bar to quickly locate it.
Edit the Portfolio Name: Once you find the portfolio, click on the three-dot menu located to the right of the portfolio name. From the dropdown menu, select Edit Portfolio.
Add a New Name: In the text box, enter the new portfolio name. The new portfolio name must be unique and cannot duplicate an existing portfolio name.
Save Your Changes: After entering the new name, click the Save Portfolio button to confirm the update.
4. How to Search and Sort Portfolios
Quickly find and organize your portfolios using the following steps:
Search for a Portfolio:
Use the search bar at the top of the Risk Page.
Type in the name or part of the name of the portfolio you're looking for.
Click on the desired portfolio from the search results to open it.
Sort Portfolios:
To refine your search, click on the Dropdown Menu located beneath the search bar.
Choose one of the available sorting method:
Risk Score: Display portfolios with the highest or lowest overall risk scores first.
Alphabetical: Sort portfolios in alphabetical order or reverse alphabetical order by name.
Property Count: Show portfolios with the largest or smallest number of properties first.
Updated At: Organizes portfolios by the most recent or last updated.
Flip Sort Methods: Click on the sort method name to flip the sort method.
5. How to Delete a Portfolio
Deleting a portfolio permanently removes it from your organization. You can either move its properties to another portfolio or permanently delete them.
Here's how you can easily delete a portfolio from your organization:
Search for the Portfolio: Locate the portfolio you wish to delete.
Open the Action Menu: Click the three-dot button next to the portfolio.
Select Delete Portfolio: Click Delete Portfolio from the dropdown.
Choose How to Handle Properties:
A pop-up will appear with two options:
Move Properties to Another Portfolio → Select a destination portfolio to retain properties and reports.
To confirm, click Delete Portfolio and move properties.
Delete All Properties → This permanently removes all properties and reports.
To confirm, type "Delete all" in the confirmation box.
Finalize Deletion: Click Delete Portfolio to complete the action. This cannot be undone.
Important Notes:
Moving properties to another portfolio retains their reports.
Deleting all properties in a portfolio permanently removes all data.
If unsure, consider creating a backup portfolio before deleting.
FAQs
Can I create multiple portfolios?
Yes, Neural Earth allows you to create multiple portfolios for different projects or analyses.
What happens if I can’t find an address in the dropdown?
Ensure you’ve entered the correct address. If the issue persists, contact support for assistance.
Can I edit a portfolio name after it’s created?
Yes, portfolio names can be edited from the Portfolio Settings page.
Can I add more than one property at a time?
Currently, properties are added individually, but this ensures accuracy and allows for unique naming.
Can I recover a portfolio after deleting it?
No, deletion is permanent. Be absolutely sure of your decision before proceeding.