Portfolio Overview

Portfolio is Plotwise's automatic permit discovery feature for known business relationships. Set up conditions to track contractors, companies, or people you work with regularly, and Portfolio automatically finds their permits across all jurisdictions.

What is Portfolio?

Portfolio differs from your Watchlist in a key way:

• Watchlist: Permits you explicitly add and actively track (consumes slots, gets notifications)
• Portfolio: Permits automatically discovered based on conditions (no slots, discovery-focused)

Think of Portfolio as your "permit radar" for known entities - contractors, suppliers, clients, or partners whose work you want to monitor.

Key Features

Condition-Based Discovery

Set up to 5 conditions per organization:

• Company: Find permits by company name or FEI number
• License: Find permits by contractor license number
• Person: Find permits by individual name
• Location: Find permits within radius of an address

Multiple View Modes

View discovered permits in two layouts:

• Table: Sortable, filterable spreadsheet view
• Map: Geographic visualization

Summary Widgets

At-a-glance metrics:

• Total permits discovered
• Active vs. completed permits
• Permits already on your Watchlist
• Contact statistics

One-Click Tracking

Add any discovered permit to your Watchlist with a single click to start receiving notifications.

Portfolio vs. Radar

How Portfolio Works

1. You create conditions (e.g., "ABC Construction Company")
2. Plotwise searches across all jurisdictions in our database
3. Matching permits appear in your Portfolio automatically
4. New permits are flagged with "Discovery" badge
5. You add relevant permits to your Watchlist for tracking

Portfolio Layout

Condition Tabs

The tab bar shows all your conditions:

• All: Combined results from all conditions
• Individual tabs: Filter by specific condition

Click a condition tab to see only permits matching that condition.

Summary Section

The summary widgets show:

• Portfolio Overview: Total permits, active count, tracked count
• Portfolio Stats: Status breakdown by category
• Contacts: People and companies from your Portfolio permits
• Plotwise Discovery: Most recently discovered permit

Condition Management

Click the menu button (⋮) next to condition tabs to:

• Add new condition
• Edit existing conditions
• Delete conditions
• Configure Portfolio settings

Getting Started with Portfolio

Step 1: Add Your First Condition

1. Go to Portfolio page
2. Click the menu button (⋮) next to condition tabs
3. Select "Add Condition"
4. Choose condition type (Company, License, or Person)
5. Enter search criteria
6. Set a display label
7. Click "Add Condition"

Step 2: Review Discoveries

After adding a condition:

1. Portfolio searches across all jurisdictions
2. Matching permits appear in the table
3. Review results to verify relevance
4. Adjust condition if needed

Step 3: Add to Watchlist

For permits you want to actively track:

1. Click the checkbox button on the permit row
2. Or select multiple permits with checkboxes
3. Click "Add to Watchlist"
4. Permits now receive notifications

Use Cases

Construction Company

Goal: Track all your company's permits automatically

Setup:

1. Add company name condition: "Your Company Name"
2. Add license number condition: "Your License #"

Benefit: New permits appear automatically when submitted, even before you know about them.

Permit Expediter

Goal: Monitor all client permits across organizations

Setup (per client organization):

1. Add client company name condition
2. Add client license numbers

Benefit: Each client's Portfolio shows their permits. Discovery alerts you to new work.

Subcontractor Tracking

Goal: Monitor subcontractors working on your projects

Setup:

1. Add conditions for each key subcontractor
2. Review their permit history and current work

Benefit: Know when subs have conflicting schedules or active work nearby.

Best Practices

Condition Naming

Use clear, descriptive labels:

• ✅ "ABC Plumbing - License 12345"
• ✅ "John Smith - Architect"
• ❌ "Company 1"
• ❌ "Test"

Condition Specificity

Be specific enough to avoid noise:

• Company name + FEI number for precision
• License number for unambiguous matching
• Full name (not just "John") for people

Regular Review

• Check Portfolio weekly for new discoveries
• Add relevant permits to Watchlist promptly
• Remove or update stale conditions

Limitations

• Maximum 5 conditions per organization
• Maximum 500 permits per condition displayed
• Historical permits included (not just recent)
• Completed permits shown at lower opacity

Troubleshooting

Related Documentation

• Setting Up Portfolio Conditions
• Browsing Portfolio Discoveries
• Market Radar Overview
• Adding Permits to Watchlist