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Wealth Management > Portfolios > Working with the Portfolio Account Homepage

Working with the Portfolio Account Homepage

The Portfolio Account Homepage is the starting point for managing portfolio accounts.

NOTE: Your company administrator can customize the layout of your Portfolio Account Homepage. In addition, if your user role includes the Personalize Homepages privilege, you can add sections to the page, and remove sections from the page.

Creating a Portfolio Account

You can create a portfolio account by clicking the New button in the My Recently Viewed Portfolios section. For more information, see Creating Records and Portfolio Account Fields.

Working with Portfolio Account Lists

The Portfolio Lists section shows a number of lists. Oracle CRM On Demand comes with a set of standard lists. All standard lists are public. You and your managers can create additional lists that are based on different criteria.

The following table describes the standard lists for portfolio accounts.

To view a list, click the list name.

To create a new list, click New. For more information about creating lists, see Creating and Refining Lists.

To review all available lists, create a new list, or view, edit, or delete an existing list, click Manage Lists. The Manage Lists page also includes the standard lists delivered with Oracle CRM On Demand. These lists are view-only, so you cannot edit or delete them.

Note: The availability of the Vehicles and Asset record types in the Portfolio Account listing is controlled by the Exclude Vehicle/Asset Records from Portfolio Accounts option on the company profile. For more information, see Setting Up Your Company Profile and Global Defaults.

Viewing Recently Modified Portfolio Accounts

The My Recently Viewed Portfolios section shows the portfolio accounts that you viewed most recently.

Adding Sections to Your Portfolio Account Homepage

If your user role includes the Personalize Homepages privilege, you can add some or all of the following sections to your Portfolio Account Homepage:

• Recently Created Portfolios
• Recently Modified Portfolios
• My Recently Created Portfolios
• My Recently Modified Portfolios
• One or more report sections (Your company administrator can make report sections available for display on your Portfolio Account Homepage.)

To add sections to your Portfolio Account Homepage

1. On the Portfolio Account Homepage, click Edit Layout.
2. On the Portfolio Account Homepage Layout page, click the arrows to add or remove sections, and to organize the sections on the page.
3. Click Save.

Related Information

See the following topics for related portfolio account information:

• Portfolio Account Fields
• Managing Portfolio Accounts