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# Create Your First Portfolio in 5 Minutes!

### TL;DR
|| Creating a portfolio allows you to group properties around a specific buyer or project, helping you stay organized, align listings with client needs, and share curated options confidently.

### When to use this
Consider creating a new portfolio when you:
* Begin working with a new buyer or investor
* Wish to organize properties for a specific brief (location, budget, timeline)
* Require a clean, shareable collection of listings for client review
* Are conducting parallel searches for multiple clients or scenarios

---

### Step-by-step instructions

1. **Go to your Portfolios page**
This serves as your central hub for all buyer portfolios.

2. **Click *Create Portfolio***
A form will open, prompting you to enter the portfolio details.

3. **Enter the portfolio information**
Fill in the following fields:
* **Portfolio Name**
Use a clear, descriptive name for easy recognition.
*Examples:*
             “Downtown Lisbon Apartments Q1 2026”
             “Silva Family – Coastal Properties”
* **Client Information**
Add the client’s email address. This is used for sharing the portfolio and client-facing communication.
* **Region of Interest**
Select the city, area, or region your client is interested in. This helps filter and organize relevant listings later.
* **Budget and Currency**
Define the client’s budget range and currency. This ensures all properties align with financial expectations.
* **Target Closing Date**
Choose the desired closing date. This helps prioritize time-sensitive opportunities and negotiations.
* **Buyer Description**
Clearly describe what the client is looking for. Include:
* Preferred locations or neighborhoods
* Property type (apartment, house, commercial, etc.)
* Budget considerations or flexibility
* Number of bedrooms and bathrooms
* Must-have features (parking, outdoor space, proximity to schools, views, elevators, etc.)

4. **Save the portfolio**
Once saved, the portfolio is ready for adding and managing properties.

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### Common issues & tips
* **Vague portfolio names**
→ Use names that include location, client, or timeframe to avoid confusion later.
* **Incomplete buyer description**
→ A clear description enhances property matching and builds client trust.
* **Budget not aligned with region**
→ Double-check budget versus market reality to avoid irrelevant listings.
* **Wrong client email**
→ Verify the email before creating the portfolio to ensure smooth sharing and communication workflows.
* **Overloading one portfolio**
→ Consider creating multiple portfolios for different scenarios instead of mixing objectives.

---

### Related articles
* How to write a high-quality buyer description
* [How to add properties to a portfolio](https://propwise.crisp.help/en/article/what-are-the-ways-to-add-properties-to-my-portfolio-xhyhhz/)
* [How to share a portfolio with a client](https://propwise.crisp.help/en/article/how-to-share-a-portfolio-with-my-client-z9lvqg/)
* How to manage multiple buyer portfolios efficiently