Portfolio Management

Build and maintain the lists of companies the rest of Orbit works from. Every portfolio is a named set of companies that you can add to by hand, from a spreadsheet, or from a rule that keeps itself up to date.

Opening the page

Open the left rail — click Collapse Sidebar at the bottom if it is showing icons only.
Choose Portfolio Management.

The Orbit left rail expanded, with Portfolio Management highlighted, and a PINNED section listing three portfolios and one company. — **Portfolio Management** in the left rail. The **PINNED** section underneath is a separate shortcut list — clicking a portfolio there opens its Portfolio detail page rather than this one.

The page at a glance

The page is two panes. On the left, every portfolio you can see. On the right, the companies inside whichever one is selected. Opening the page selects the first portfolio in the list.

Portfolio Management with the Watchlist portfolio selected on the left and its sixteen companies listed on the right with ISIN, market cap, industry, and country columns. — The **Watchlist** portfolio selected. The count and date under each name on the left are the number of companies it holds and when it last changed.

The portfolio list

Search Portfolio at the top filters the list by name as you type. The list itself is scrollable, newest changes first.

On a row	What it means
Name	Click it to load that portfolio's companies on the right.
N Companies	How many companies the portfolio currently holds.
Date	When the portfolio was last updated.
Pin icon	Shown when the portfolio is pinned to the left rail.
Sync icon	Shown when the portfolio is kept by a rule. See Rule-driven portfolios.
⋮	Appears on hover. Offers Pin / Unpin and Edit.

Pin and Unpin

Pin puts the portfolio in the PINNED section of the left rail so you can open it from anywhere; Unpin takes it back out. A confirmation appears in the bottom-right corner either way. Pinning changes nothing about the portfolio's contents.

Edit

Renames the portfolio and changes its description.

Watchlist

Watchlist is a built-in portfolio and has no Edit option. The name is reserved — a new or renamed portfolio cannot be called Watchlist, and the dialog rejects it if you try.

Creating a portfolio

New Portfolio at the top of the left pane opens a dialog. Give the portfolio a name, then pick one of three ways to fill it. Whichever you choose, the companies are added when you click Create Portfolio.

Field	Notes
Portfolio Name	Required. Cannot be Watchlist.
Description (optional)	Free text, for your own reference.

Switching tabs clears your picks

Moving between Select manually, Build by criteria, and Upload Excel empties whatever the previous tab had selected. Settle on one before you start choosing companies.

Select manually

Search the company universe and tick the ones you want. Selections survive paging — the panel on the right keeps the running list.

Control	What it does
Search company name or ticker…	Filters the table. Searching resets you to page 1.
Header checkbox	Selects every company on the current page.
Selected	The right-hand panel — every company you have ticked, with its ticker and ISIN.
×	Removes one company from Selected.
Clear all	Empties Selected.

Build by criteria

Describe the companies you want instead of naming them. Orbit counts the matches as you change the filters, and adds all of them when you create the portfolio.

+ Filter offers three criteria, and you can combine them:

Criterion	Choices
Country	Where the company is incorporated. Pick any number.
Sector	Industry sector. Pick any number.
Market cap	Less than 1B, 1B - 100B, 100B - 500B, More than 500B.

A portfolio built this way keeps its rule. It does not refresh on its own — membership changes only when you come back to this page and click Sync. See Rule-driven portfolios.

Set at least one criterion

With no filters applied the match count stays at 0 and creating the portfolio is refused with a prompt to filter first.

Upload Excel

Match companies from a spreadsheet of ISINs.

Requirement	Detail
File types	.xlsx, .xls, .csv
Maximum size	10 MB
Required column	ISIN — one per row.

Dropping a file reads it straight away and reports back two counts: N matched and N unmatched. Unmatched rows are listed with the reason they failed and are skipped — only matched companies go into the portfolio. Download unmatched saves that list as a CSV so you can fix it and try again. Nothing is written until you click Create Portfolio.

Changing a portfolio's companies

With a portfolio selected, the toolbar above the company table holds everything that changes its contents. The Search box on the left filters the table by company name or ISIN.

Add

The Add button on Portfolio Management expanded to show two options, Add and Import. — The **Add** menu.

Option	What it does
Add	Opens Add Companies. Search by company name, ticker, or ISIN and pick as many as you like, then click Add.
Import	Opens Import Portfolio for a spreadsheet of ISINs.

The Import Portfolio dialog with a drag-and-drop upload area and a link to download a template, plus Cancel and Submit buttons. — **Import Portfolio** adds to the portfolio you already have open. It takes .xlsx files with one **ISIN** per row; **template** downloads a blank one. After **Submit**, a summary tells you how many rows were added and lists any ISIN that could not be matched.

Remove

Option	What it does
Remove Selected	Removes the companies you have ticked. Greyed out until at least one row is ticked.
Remove All	Removes every company in the portfolio. The portfolio itself stays.
Bin icon on a row	Removes that single company.

A Warning dialog asking the user to type permanently delete before removing all companies, with Cancel and Confirm buttons. — Every removal asks for confirmation the same way — the dialog names what will go, and **Confirm** stays inert until you type `permanently delete`.

Removals cannot be undone

There is no way to restore companies removed from a portfolio. If the portfolio was built from a spreadsheet or by hand, you will have to add them again yourself.

Rule-driven portfolios

A portfolio created with Build by criteria keeps the rule it was built from. It is marked with a sync icon in the left pane, and when you select it the toolbar changes: Add is replaced by Edit Rule and Sync.

Rules do not run on a schedule

Nothing about a rule-driven portfolio changes until you open it and click Sync. A company that starts matching the rule tomorrow will not appear until you do.

Edit Rule

Opens Sync Settings, where the criteria work exactly as they do when creating a portfolio. As you change them, the panel tells you what saving would do.

Save is refused if no criterion is set, or if the criteria match no companies at all.

Sync

Re-runs the existing rule and shows you the difference before anything changes.

Syncing removes as well as adds

Companies that no longer match the rule are taken out of the portfolio. The preview counts them under removed — read it before clicking Sync now.

Sync now is greyed out when the rule would change nothing.

The company table

The table lists the companies in the selected portfolio, sorted by market cap, largest first. Click a company name to open its company page. Use the column arrows to sort by another column.

Column	Meaning
Company Name	Name and logo. Sortable, and a link to the company.
ISIN	The company's International Securities Identification Number.
Market Cap	Market capitalisation in USD, shortened (for example `4835.6B`). Sortable.
Industry	Industry classification. Sortable.
Country	Country of incorporation. Sortable.
Action	The bin icon removes that company. Not shown on portfolios owned by someone else.

The table pages 50 rows at a time by default; the control at the bottom offers 20, 50, or 100 per page, with the total to its left.

What to do next

Pin a portfolio from the ⋮ menu and it appears in the left rail, one click from anywhere. From there you open Portfolio detail, where the news alerts and filings for the companies in it are collected.