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(New UI) Create a portfolio

Last update: Thu Jul 17 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

Beta feature

NOTE
  • To start optimization for a portfolio, change the portfolio status to optimized.

  1. In the main menu, click Manage > Portfolios.

  2. In the toolbar above the data table, click Create Portfolio or Add .

    The button shown depends on your browser width.

  3. Specify the portfolio settings.

    For more information about the portfolio settings, see the Optimization Guide, which is available from within Search, Social, & Commerce.

  4. Click Review and Save.

  5. Review the settings and make changes as necessary, and then click Save.

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