Portfolio

This is the help text the console shows in the help panel on this page.

The Portfolio lists every client organization your firm manages, with a status card for each one. Use it to see which clients need attention and to jump into the details.

Working with the list

• Sort by — Priority, Name, Risk Score or Last Updated.
• Filter — All clients, Needs attention or On track. Cards can also show Stale when a client’s data is out of date.
• This week’s focus — an AI-written list of the clients to look at first.
• Each card offers Open Timeline (the client’s Health Timeline), View Actions (the client’s items in the Action Queue) and Full Context (switches into the client’s own workspace).
• The More actions menu has Remove from portfolio. You must type the client’s name to confirm. This deletes the cached summaries, action items, AI recommendations and reports your firm holds for that client. The client’s organization itself is not affected and can be added again.

The page shows Last refreshed time and a Refreshing… state while it reloads. With no clients you see No clients yet: add one with Create Organization or Join Existing in the sidebar.

The Portfolio opens once your firm manages enough client organizations for the Managed track; until then the sidebar shows “Available after N joined organizations” and the link goes to Referrals.