Articles on: Portfolio Management

How to Archive a Portfolio

TL;DR

Archiving a portfolio removes it from your active workspace once a buyer process is finished. This keeps your dashboard clean and focused. Archiving is permanent for users—only support can reverse it.


When to use this

Archive a portfolio when:

  • A buyer has completed their purchase
  • A search is permanently closed or abandoned
  • You want to remove inactive portfolios from your active view

Do not archive if there’s any chance the buyer may return soon.


Step-by-step instructions

  1. Go to the Portfolio Dashboard.
  2. Locate the portfolio you want to archive.
  3. Click the three-dot menu on the portfolio card.
  4. Select Archive.
  5. In the modal that opens, add the archiving details (reason or notes).
  6. Confirm the action.

✅ The portfolio is now archived and removed from active portfolios.

Best for: Standard portfolio cleanup and closed deals

Common issues & tips

  • Archiving is irreversible (by users):

You cannot unarchive a portfolio yourself.

  • Archived by mistake or buyer returned?

Contact PropWise Support and we can unarchive it for you.

  • Best practice:

Add clear notes in the archive modal (e.g. Deal closed, Buyer paused search, No longer active) for future reference.

  • Risk management tip:

If a buyer is “on hold” rather than fully closed, consider keeping the portfolio active instead of archiving.


  • How to Create Your First Portfolio
  • How to Share a Portfolio with Your Client
  • How to Close a Buyer Search Cleanly

Updated on: 03/02/2026

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