How to create an international portfolio

Modified on Thu, 2 Apr at 11:17 AM

Red Flag Alert allows you to create and customise monitoring lists called portfolios. Portfolios allow you to maintain visibility over companies you want to monitor so that you can keep up to date on critical events.


Having accessed the main dashboard, click on the 'Portfolios' button on the left hand side. This will take you to the 'Portfolio Manager' homepage.



Click 'Create Portfolio' in the top right corner. This will open a sidebar on the right side of your screen. From here type a name and description for your portfolio, then turn the 'International Portfolio' toggle on. Please note international reports do not yet support CSV upload.



Then, click 'Create' to create your international portfolio.



To view or edit the portfolio, click on it from the Portfolio Manager homepage.



For guidance on adding companies to your international portfolio, click here.

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