FOCUS Knowledge Base

1. Add a Sub-Portfolio Within a Portfolio

You can only add a Sub Portfolio within a Main Portfolio. 

1. To add a ‘Sub Portfolio’ within a Portfolio, click the ‘Pipeline Management’ tab from the left side bar of the Portfolio Page. Once done, click the ‘Portfolio’ button.

2. The Portfolio Allocation table list is displayed. Click the ‘New Portfolio’ button on the top right corner.

3. Add a Sub Portfolio by clicking the ‘Live Portfolio’ dropdown menu. Once done, click the ‘Add Portfolio’ button. 

The Sub Portfolio is now added in the Portfolio.