How do I Access the Portfolio Feature?

TL;DR

When to use this

Use this when you want to:

• View existing portfolios (active or closed)
• Create a new portfolio for a buyer or project
• Quickly switch between client portfolios

Step-by-step instructions

Option 1 — Direct login flow (Most common)

1. Go to the PropWise login page.
2. Log in using your email and password.
3. After login, you’ll be taken directly to the Portfolios page.
4. This page is your portfolio dashboard, where you can:

• • See all existing portfolios
  • Filter by active or closed
  • Create a new portfolio

Option 2 — Navigation fallback

1. Click Portfolios in the header to open the portfolio dashboard.
2. This page is your portfolio dashboard, where you can:

• • See all existing portfolios
  • Filter by active or closed
  • Create a new portfolio

Common issues & tips

• Don’t see any portfolios?

You may be a new user or haven’t created one yet—click Create Portfolio to get started.

• Wrong page after login?

Use the main navigation to manually access Portfolios.

• Access issues?

Make sure your account has the correct role or permissions.

Updated on: 03/02/2026