What Is a Portfolio in PropWise?

TL;DR

A portfolio is a secure workspace where you organize properties for a specific buyer and collaborate with them—one buyer intent = one portfolio.

What this is

In PropWise, a portfolio is the core unit of work. It’s a structured collection of properties tied to a specific buyer goal and anchored by the buyer’s email address.

Think of a portfolio as a mission container:

One buyer
One clear intent
One place for properties, documents, and feedback

The buyer’s email is required to create a portfolio. It’s the foundation for access, sharing, and collaboration.

When to use this

Use a portfolio whenever you want clarity, speed, and fewer mistakes in a deal.

Typical scenarios:

Onboarding a new buyer
Restarting or rescuing a stalled search
Managing multiple buyers at the same time
Separating different buyer goals for the same client

Important rule:

One buyer, one portfolio per intent. No exceptions.

If the same buyer has multiple goals, create multiple portfolios, for example:

Primary residence vs. investment property
Vacation home vs. long-term rental
Portugal properties vs. properties in another country

Same buyer email. Different portfolios. Clean separation.

How this affects other features

Portfolios are the backbone of how PropWise works:

Sharing & access – The buyer email determines who can view the portfolio
Collaboration – Buyers can review properties and give feedback without seeing your private notes
Organization – Properties, documents, and decisions stay tied to the right context
Scalability – Multiple portfolios prevent cross-contamination between buyer goals

Get the portfolio structure wrong, and everything downstream gets messy.

Common misunderstandings

“One buyer means one portfolio forever.”

False. One buyer can (and often should) have multiple portfolios for different goals.

“I can add properties first and define the buyer later.”

No. The buyer email is required at creation—it’s not optional metadata.

“A portfolio is just a folder.”

Wrong mental model. A portfolio is a decision environment, not storage.

“I should group similar properties across buyers.”

Don’t. Portfolios are buyer-centric, not property-centric.

How to Create Your First Portfolio
How to Share a Portfolio with Your Client
How to Add Properties to a Portfolio
How to Organize Properties Around a Specific Buyer
How to Archive a Portfolio

Updated on: 03/02/2026

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