--- title: Property Portfolios description: Link properties to portfolios --- [Skip to content](https://support.dealius.com/knowledgebase/portfolio#main-content) [Submit a Support Request](https://support.dealius.com/knowledgebase/kb-tickets/new?hsLang=en-us) [![Screenshot 2025-01-09 at 6.32.09 PM](https://support.dealius.com/hs-fs/hubfs/Screenshot%202025-01-09%20at%206.32.09%20PM.png?width=192&height=61&name=Screenshot%202025-01-09%20at%206.32.09%20PM.png)](https://dealius.com/) Open main navigation Close main navigation - [Submit a Support Request](https://support.dealius.com/knowledgebase/kb-tickets/new) - [Contact us](https://support.dealius.com/knowledgebase/kb-tickets/new) [Contact us](https://support.dealius.com/knowledgebase/kb-tickets/new?hsLang=en-us) How can we help you? - There are no suggestions because the search field is empty. 1. [Dealius Knowledge Base](https://support.dealius.com/knowledgebase?hsLang=en-us) 2. [User Guide](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us) 3. [Properties](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#properties) # Property Portfolios ## How to create and manage property portfolios in Dealius. **Overview** Properties can be grouped into portfolios for organized tracking and reporting. Portfolios are managed under a dedicated section in the **Properties** main menu, which displays the full list of portfolios with filtering and export options. ![image-20250731-122412](https://support.dealius.com/hs-fs/hubfs/image-20250731-122412.png?width=670&height=198&name=image-20250731-122412.png) **Creating a Portfolio** Click **Add Portfolio** to create a new portfolio. The form requires the following: - **Office** — The office associated with the portfolio. - **Client** — The client linked to the portfolio. - **Properties** — One or more properties to include. To add properties, locate them using the dropdown and click **Link Property**. Multiple properties can be linked. ![Portfolio Release 2](https://support.dealius.com/hs-fs/hubfs/Portfolio%20Release%202.png?width=670&height=258&name=Portfolio%20Release%202.png) **Portfolio Profile** Each portfolio has a profile with the following tabs: - **Main Info** — Core portfolio details. - **Documents** — Files attached to the portfolio. - **Listings** — Listings linked to properties in the portfolio. - **Deals** — Deals associated with properties in the portfolio. - **Comps** — Comps linked to properties in the portfolio. ![image-20250731-122735](https://support.dealius.com/hs-fs/hubfs/image-20250731-122735.png?width=670&height=201&name=image-20250731-122735.png)   ![image-20250731-122838](https://support.dealius.com/hs-fs/hubfs/image-20250731-122838.png?width=670&height=183&name=image-20250731-122838.png) **Linking from a Property Profile** A property can also be linked to a portfolio directly from the property profile, without navigating to the Portfolios section. ![image-20250731-123134](https://support.dealius.com/hs-fs/hubfs/image-20250731-123134.png?width=670&height=332&name=image-20250731-123134.png)   **Unlinking Properties** Properties can be unlinked from a portfolio at any time. However, if a deal or comp was ever created for that property while it was linked to the portfolio, the portfolio association is preserved as a historical snapshot on the deal or comp record. --- **Searching by Portfolio** Deals can be searched by portfolio name using the **Advanced Search** on the Deals page. ![image-20250731-123353](https://support.dealius.com/hs-fs/hubfs/image-20250731-123353.png?width=670&height=462&name=image-20250731-123353.png)   --- **Portfolio Visibility** *Who can see which portfolios, and how to restrict visibility to assigned brokers.* By default, all portfolios in your assigned office are visible to everyone in that office. This can be changed under *Admin \> System Settings \> Portfolio Settings*. **Allow Portfolios Across Office** — Enabled by default. | Setting | Who sees which portfolios | | --- | --- | | **Enabled** *(default)* | All users see every portfolio in their assigned office(s). | | **Disabled** | Visibility is scoped by role and broker assignment — see below. | **When the setting is disabled:** | Role | Portfolios visible | | --- | --- | | Broker | Only portfolios they are assigned to. | | Admin Assistant *(with assigned brokers)* | Only portfolios belonging to their assigned brokers. | | Manager, Office Admin, or Admin Assistant with no assigned brokers | All portfolios in their assigned office(s). | | Any other role without assigned brokers | All portfolios in their assigned office(s). | ![](https://support.dealius.com/hs-fs/hubfs/image-png-Oct-12-2026-05-23-55-7096-AM.png?width=1399&height=165&name=image-png-Oct-12-2026-05-23-55-7096-AM.png) - [User Guide](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#main-content) - 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