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Create a Folder

How to create a subfolder in the Portfolio.

Portfolio management requires an Enterprise subscription. Click here to compare our plans and upgrade your plan.

From the far top right side of the Portfolio Panel, click the Folder + Icon.

  • A window will open prompting you to name and create the folder.

Portfolio - Add Folder

Portfolio_Desktop_4

 

Note: You can create up to 5 subfolders for further organization

 

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