Skip to content

How to search for portfolios

1) Finding portfolios by names:

In My Portfolios tab, use the search engine located on the top of the left panel to type the name of the portfolio you are looking for.

2) Finding dashboards by dates:

In My Portfoliostab, use the search engine located on top of the left panel:

Type a date in the format:  #YYYY to find all the portfolios created during a year, use #YYYYMM to find all the portfolios created on a specific month and #YYYYMMDD for all the portfolios from a date:

For example: type #2016 and only the portfolios created in that year will be shown.