Portfolio Overview

YourA portfolio holdsgroups your properties and the settings they share. You setSet a rule once for the portfolio.portfolio, Everyand every property then follows thatit. rule.This saves you from setting up each property from scratch.

TheYou Portfoliowork areawith hasyour portfolio through two screens:

• Portfolio Settings — the shared rules your properties follow.share.
• Properties — the list of propertiesproperties, inand thishow portfolio.each one relates to those rules.

📸 Screenshot: the Portfolio Settings screen.

HowWhy inheritance worksmatters

Inheritance is what makes a portfolio worth using. Each property inheritsstarts by following the portfolio's tenant-intake settings. This saves you time. You do not repeat the same setup for every property.

You can change a setting on one property. That property is then customized. It stops followingChange the portfolio once, and every following property changes with it.

When one property needs something different, you customize just that property. It then keeps its own value and ignores later portfolio changes for that setting. Your change on the portfolio no longer moves it.

The Properties screen shows the state of each propertysetting withat chips:a glance:

• Inherits: [setting]Inherits — the property follows the portfolio.
• customized: [setting]customized — the property uses its own value.

WhatWhere comesto go next

• ReadSet your shared rules in Portfolio Settings to set your shared rules..
• ReadSee Properties to see theyour roster and open onea property.property in Properties.