Portfolio Filters & Search
Point provides several ways to filter and search portfolios so you can find what you need quickly, even with hundreds of portfolios.
Quick Filters​
At the top of the portfolio list, you'll find two quick toggle filters:
Hide Portfolios with no Value​
When enabled, this hides any portfolio where the Total Value is zero or has not yet been calculated. This is useful for:
- Focusing on active, funded portfolios
- Hiding newly created portfolios that don't yet have data
- Cleaning up the view when you have many placeholder portfolios
Hide Simple Portfolios​
When enabled, this shows only Composite portfolios (portfolios that aggregate other portfolios). Use this when you want to see the top-level consolidated views for each client, without the individual underlying portfolios cluttering the list.
Search​
The Search box filters portfolios in real time as you type. It searches across:
- Portfolio name
- Portfolio code
- Client name
Tips:
- Search is case-insensitive
- Partial matches work (e.g., searching
smithwill findSmith Family Office) - Press Esc to clear the search
Advanced Filters​
Click the Filter button (funnel icon) to open the advanced filter panel:
| Filter | Options |
|---|---|
| Status | Active, Inactive, Archived, All |
| Client | Select one or more clients |
| Base Currency | Filter by currency (GBP, USD, EUR, etc.) |
| Portfolio Type | Simple, Composite |
| Asset Class | Show portfolios with exposure to a specific asset class |
| Value Range | Filter by minimum/maximum total value |
| Valuation Date | Show portfolios valued as of a specific date |
Saving Filter Presets​
If you regularly use the same filter combination:
- Apply your desired filters
- Click Save as Preset
- Give the preset a name (e.g., "GBP Composites — Active")
- The preset will appear in the Saved Filters dropdown for quick access
Sorting​
Click any column header in the portfolio list to sort by that column:
| Column | Sort Behaviour |
|---|---|
| Portfolio Name | Alphabetical A→Z / Z→A |
| Total Value | Highest→Lowest / Lowest→Highest |
| Latest Valuation | Most recent→Oldest / Oldest→Most recent |
| Client | Alphabetical by client name |
The current sort column is indicated by an arrow (↑ ascending, ↓ descending).