When it is time to move a deal to your portfolio, simply

  1. Go to the Deals tab, make sure you’re in Board view. 

  2. Click on the three vertical dots at the end of the deal card and click on Portfolio. 

  3. Fill in the data for the the holding.

  4. Click on "Create".

  5.  Your new holding will now be under the Portfolio tab. 

See video below: 

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