Collectr displays the portfolio name in different screens and locations to let you know which portfolio you are adding to, looking at, modifying, etc.

Below are the main areas that display the portfolio and how they’re used.

Home


The Home tab will display the value of your currently selected portfolio. Additionally, all information displayed on this tab relates to the selected portfolio. For instance, the Most Valuable section will display your most valuable products in the currently selected portfolio.

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Search


The Search tab will add products to the currently selected portfolio when using the Quick Add feature.

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Portfolio


The Portfolio tab will display products within the currently selected portfolio.

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Profile