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# How to Edit a Portfolio

### TL;DR
|| Edit an existing portfolio to keep buyer criteria, properties, and timelines accurate as the search evolves. Updating portfolios ensures relevance, faster decisions, and zero confusion for your client.
---

### When to use this
Consider editing a portfolio when:
* A buyer adjusts their budget, location, or priorities
* New properties become available or others become irrelevant
* You wish to refine the buyer description for clarity
* The deal timeline changes
* You are preparing the portfolio to share or re-share with a client

If a portfolio remains unchanged, it may lose its relevance.
---

### Step-by-step instructions

#### Option 1: Edit portfolio details (Best for changing buyer intent)

1. Navigate to **Portfolios** from your dashboard.
2. Find the portfolio you wish to update.
3. Click the **three-dot menu** on the portfolio card or at the row (depending on the view).
4. Select **Edit.** 
5. Update any of the following:
* Portfolio name
* Buyer name or email
* Region of interest
* Budget and currency
* Target closing date
* Buyer description (a high-leverage field)
6. Click **Edit**.

| Best practice: Consider the Buyer Description as a dynamic brief. Update it whenever new information arises. Precision here can reduce unnecessary showings later.

#### Option 2: Edit properties inside a portfolio (Best for curation)

1. Open the portfolio you wish to update.
2. Find the property you want to update.
3. Click the **three-dot menu** on the portfolio card or at the row (depending on the view).
4. Select **Edit**.
5. Update any of the fields in the modal that opens.
6. Click **Edit**.

| Rule of thumb: If you find it challenging to justify a property's inclusion, consider removing it.

#### Option 3: Remove properties inside a portfolio (Best for better decisions)

1. Open the portfolio you wish to update.
2. Find the property you want to remove.
3. Click the **three-dot menu** on the portfolio card or at the row (depending on the view).
4. Select **Remove.**
5. Click **Remove** to confirm.

#### Option 4: Edit private notes (Best for internal tracking)

1. Open any property inside the portfolio.
2. Update your **private notes** (pricing logic, seller context, risks).
3. These notes remain invisible to the buyer.

This is where senior agents excel—context is more reliable than memory.
---

### Common issues & tips
* **Edits not visible to client?**  
  Suggest the client refresh or reopen the portfolio link.
* **Buyer keeps changing mind?**  
  Clearly distinguish *must-haves* from *nice-to-haves* in the Buyer Description.
* **Too many properties?**  
  Aim for 5–9 listings, as this range supports optimal decision-making.
* **Performance tip:**  
  Regular micro-edits are more effective than large rewrites. Update as soon as new information becomes available.
---

### Related articles
* [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 Organize Properties Around a Specific Buyer](https://propwise.crisp.help/en/article/how-to-organize-properties-around-a-specific-buyer-7x1lli/)
* [How to Add Documents to a Portfolio](https://propwise.crisp.help/en/article/how-to-add-documents-to-a-portfolio-14eqbzd/)