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Custom Portfolio

Track locations for in-depth analysis.

Written by Tao Zhou
Updated over a week ago

Create a Custom Portfolio;

To create a Custom Portfolio, click on the pin icon to Toggle Locations.

Go to the Portfolio Tab and click on the + New Portfolio button

Enter the name of the new portfolio and click the Create button

Once the portfolio is created, you can do any of the following:

  1. Hold down Alt and click anywhere on the map

  2. Add by address

  3. Bulk upload using a CSV file

Clicking on the portfolio will highlight the locations you have added. This will show as white dots on your map.ย 

Icons (in order of left to right)

  1. Add facilities to the portfolio.

  2. Share the portfolio with users in your company (only available if you have a company account with Radius+).

  3. Filter map to only view facilities in the portfolio.

  4. Toggle on or off development alerts for facilities in your portfolio.

  5. Remove the portfolio.

  1. Go to facility page

  2. Set a radius with the selected address as the center of your radius.

  3. Create Compass Report with the selected address.

  4. Create an alert.

  5. Remove facility from portfolio.

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