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About the Demo Portfolio
About the Demo Portfolio

The REI Hub Demo Portfolio is a great place to start with pre-filled with properties, accounts, and transactions to test out the platform.

Em avatar
Written by Em
Updated over 3 months ago

The Demo Portfolio is a help tool available to REI Hub users. It has been prefilled with example properties, accounts, and transactions. If you have ever wondered what a portfolio full of data looks like, this is the best place to start!

The demo portfolio is a great way for new users to orient themselves in REI Hub. It can also be very handy for existing users looking to enter a new or complicated transaction for the first time and would like to see an example.

You can view everything in the demo portfolio but cannot edit or save transactions, accounts, or information.

To View the Demo Portfolio

1) Click Get Help in the lower left corner

The REI Hub dashboard view with the "Get Help" button in the bottom left corner highlighted in red.

2) Select Demo Portfolio

The "Get Help" button populates three options, the Demo Portfolio is the second option and is highlighted in red.

To Exit the Demo Portfolio and Return to Your Portfolio

1) Click the 'Go To My Portfolios' button in the Demo Portfolio Banner

The "Go To My Portfolios" button in the top right corner is highlighted in red.

Still have questions? Reach out to our Support Team via email at [email protected] or call us at (888)939-6865.

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