Creating a Portfolio

You can easily create a portfolio in a few different ways:

I. Create a portfolio directly from the Portfolios tab

1. Navigate to the Portfolios tab within CompStak.
2. Click "Create New Portfolio."
3. Name your portfolio and add a description if desired.
4. Select properties to include:
   • Search for properties by name or address.
   • Add properties from individual lease, sale, or property comps.

Click "Save" to finalize your portfolio.

II. Create a portfolio directly from the Leases, Sales, or Properties tabs

1. Use filters to narrow down your search. 
2. Once you set your desired filters, click on the Refine button to generate your results. 
3. You can choose to select all, or only a few properties to add to your portfolio. Once you’ve done your selection, click on “Add to portfolio.” - Please note: You can’t add more than 60,000 properties to a single portfolio.
4. You can either select an existing portfolio to add your new properties to, or create a new one.

If you choose to create a new portfolio, you will be able to name, add a description, and choose your notifications settings - this can be changed at any time. Learn more about editing your portfolio here.