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# 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 corresponds to 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. Consider a portfolio as a **mission container**:
* One buyer
* One clear intent
* One place for properties, documents, and feedback

|| The buyer’s email is essential to create a portfolio. It serves as the foundation for access, sharing, and collaboration.
---

### When to use this
We recommend using a portfolio whenever you seek clarity, speed, and fewer mistakes in a deal. Typical scenarios include:
* Onboarding a new buyer
* Restarting or rescuing a stalled search
* Managing multiple buyers simultaneously
* Separating different buyer goals for the *same* client

Important guideline:
| **One buyer, one portfolio per intent.**

If the same buyer has multiple goals, we suggest creating **multiple portfolios**, for example:
* Primary residence vs. investment property
* Vacation home vs. long-term rental
* Portugal properties vs. properties in another country

Use the same buyer email for different portfolios to ensure a clean separation.
---

### How this affects other features
Portfolios are integral to how PropWise functions:
* **Sharing & access** - The buyer email determines who can view the portfolio
* **Collaboration** - Buyers can review properties and provide feedback without accessing your private notes
* **Organization** - Properties, documents, and decisions remain tied to the appropriate context
* **Scalability** - Multiple portfolios prevent cross-contamination between buyer goals

A well-structured portfolio is crucial for maintaining order in subsequent processes.
---

### Common misunderstandings
* **“One buyer means one portfolio forever.”**
This is not the case. One buyer can (and often should) have multiple portfolios for different goals.
* **“I can add properties first and define the buyer later.”**
The buyer email is required at creation; it’s not optional metadata.
* **“A portfolio is just a folder.”**
This is a misconception. A portfolio is a decision environment, not merely storage.
* **“I should group similar properties across buyers.”**
Avoid this approach. Portfolios are buyer-centric, not property-centric.
---

### Related articles
* [How to Create Your First Portfolio](https://propwise.crisp.help/en/article/create-your-first-portfolio-in-5-minutes-1yigcry/)
* [How to Share a Portfolio with Your Client](https://propwise.crisp.help/en/article/how-to-share-a-portfolio-with-my-client-z9lvqg/)
* [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 Organize Properties Around a Specific Buyer](https://propwise.crisp.help/en/article/how-to-organize-properties-around-a-specific-buyer-7x1lli/)
* [How to Archive a Portfolio](https://propwise.crisp.help/en/article/how-to-archive-a-portfolio-eov9q0/)