Portfolios are how you group properties in Relm Pro. You might keep "2026 Acquisitions" separate from "Sunbelt Pipeline", or have one portfolio per fund, or one per partner. There's no enforced taxonomy — split them however your team thinks about the business.
Plan limits
- Self-Serve — one portfolio per organization.
- Enterprise — unlimited portfolios.
If you're on Self-Serve and need more than one, upgrade to Enterprise or reach out to sales.
Create a portfolio
- Go to /dash/portfolios (the Portfolios link in the header, or the dropdown if you're already in one).
- Click + New portfolio.
- Type a name — short and obvious is best ("Pipeline 2026", "Fund III").
- Optional: add a short description.
- Click Create.
The new portfolio is empty. You can immediately add a property to it by address, or come back later.
Naming guidance
- Keep names short — they're the first thing in the breadcrumb when you're inside a property, and long names get truncated to 15 characters.
- Avoid mixing pipelines and funds in one portfolio if you ever want aggregate finances on it (Enterprise feature) — splitting cleanly later is more work than starting cleanly.
- Year suffixes ("2026", "FY26") are useful if you re-roll pipelines annually.
Renaming
Open the portfolio, click the gear icon next to the title, and edit the name. Renames propagate to the breadcrumb and member-visible URLs (the URL is /dash/portfolios/<id>, where <id> is a stable internal identifier — the rename does not break shared links).
Deleting
Only org admins can delete portfolios. From the portfolio detail page, click the Delete portfolio button (admin-only). Deleting a portfolio:
- Removes the portfolio from the org.
- Removes the properties inside it.
- Releases any banked pro-forma credits associated with deleted properties (Self-Serve only).
This is permanent — there's no undo. If you might want the data later, archive the portfolio first by exporting any pro-formas to Excel.
Sharing portfolios across the team
Every member of an organization can see every portfolio in that organization. There's no per-portfolio ACL today. If you need stricter isolation (e.g. an investor-relations workspace separate from internal acquisitions), set up two organizations and share the people who need both via dual membership. Talk to sales about Enterprise SSO if this is a hard requirement.