Add New Portfolios
REI Hub makes it easy for you to add additional Portfolios to your account. Each portfolio is accessed and managed separately; they do not share data. Additional Portfolios should be used when separate bookkeeping is desired or when there is different ownership. Investors who maintain multiple legal entities that share bank accounts or those who do not record fund transfers between their entities may wish to consider sub-portfolios instead.
To add a new Portfolio to REI Hub:
1) Navigate to the Portfolios page.
Click the profile icon in the upper right corner to reveal the right side menu, and select Portfolios.
2) Click 'Add a Portfolio'
3) Name your new Portfolio
4) Add properties and accounts to your new Portfolio
5) Return to the Portfolios page to view and switch between Portfolios