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 as shown below. 

 

 

2. 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.