Logo
Submit a request
Sign in
  1. CompStak Enterprise Support
  2. Using Portfolios

Using Portfolios

Learn how to use CompStak Portfolios - a powerful tool to track, analyze, and benchmark custom portfolios against others, competitive sets, or the broader market.

Creating, Editing, or Deleting a Portfolio

  • Creating a Portfolio
  • Editing, Duplicating, or Deleting a Portfolio
  • Sharing a Portfolio

Analyzing a Portfolio

  • Key Metrics & Aggregation
  • Risk Analysis Charts

Benchmarking Portfolios

  • How to Benchmark a Portfolio
  • Benchmarking Charts

Portfolio Alerts, Exports, and Sharing

  • Creating Portfolio Alerts
  • Exporting Portfolio Insights

Questions? Email us at clientsuccess@compstak.com

Powered by Zendesk