Portfolio Management

The Portfolio module is a structural tool designed to help you organize your organization's broader initiatives, programs, or investment tranches into distinct, manageable profiles.

Setting Up a Portfolio

A Portfolio acts as an umbrella grouping for related activities.

• Creating Profiles: When creating a new Portfolio, you define the project’s name, scope, and objective. For example, a portfolio could represent a specific "2026 Solar Installation Initiative" or a "Q3 Microfinance Loan Batch".
• Tracking Beneficiaries: You can log and track the specific beneficiaries or assets associated with a portfolio, keeping all related data organized in one place.

Integrating with Operations

The true power of the Portfolio module lies in its ability to connect with other platform features:

• Linking KYC Requests: You can associate individual verification requests with a specific Portfolio, allowing you to easily track which field operations belong to which overarching project.
• Reporting: Grouping field data under portfolios makes it significantly easier to generate targeted reports and extract granular insights for specific initiatives.