We have added the ability to share and follow portfolios created by users within the same company. Portfolios can now be made visible to other members of your team by selecting the three-dot icon to the right of your portfolio name. Then, input either the user or portfolio name into the portfolio search bar to explore your team's shared portfolios, and follow your favorites by simply clicking on the bookmark tab next to the portfolio’s name. This is a great feature to utilize for organizing your documents and collaborating with teammates remotely.

We have added a "Column" key to the Portfolio page, which provides the ability to customize the view. When clicked it will open a full list of tags relevant to that document type. The chosen tag and associated metric will then be populated for every line item. This feature gives more power to the user to add and crosscheck data that is relevant to them at the forefront of the platform.