---
title: "Custom Portfolios"
url: "https://help.aedifion.io/en/article/custom-portfolios"
language: "en"
last_updated: "2026-08-07T08:20:11.320Z"
---

# Custom Portfolios

By default, the Portfolio Overview shows all projects you have access to. Custom portfolios let you save additional, focused views — for example one per fund, per investor group, or per region — so anyone can switch between "All projects" and just the subset that matters to them.

### Creating a custom portfolio

Custom portfolios are created directly from the Portfolio Overview. If you have access to more than one company, you'll first be asked **"For which company would you like to set up a new portfolio?"** — pick the company the new portfolio belongs to.

![](https://cdn-assets.productfruits.com/f8866e64-5976-4232-9f07-3904003c2791)

You'll then land on the portfolio editor, where you can:

-   **Name the portfolio.** New portfolios start out as "New portfolio 1" — click the pencil icon next to the name to rename it.
-   **Choose its projects.** Use the search field and the checkboxes in the project list to pick which projects belong to this portfolio. A counter keeps track of how many projects you've selected.

Click **Save** to keep your changes, or **Cancel** to discard them. You can remove a portfolio at any time via **Delete portfolio**.

### Visibility

Custom portfolios are set up on a company level, not per user. Once saved, a portfolio is visible to every user who already has access to at least one of the projects included in it — creating a custom portfolio never grants anyone new project access, it only offers a filtered view of what they can already see.

### Switching between portfolios

Once created, a custom portfolio appears next to "All projects" at the top of the Portfolio Overview, so everyone with access can switch between them. Each portfolio has its own summary — realized savings vs. potential and the resulting optimization rate — and you can switch units (e.g. energy or cost) just like in the main Overview.

### Good to know

-   A project can be included in more than one custom portfolio.
-   Deleting a custom portfolio only removes the saved view — it never affects the underlying projects or anyone's access to them.