
Filter, group, and track your portfolio from one screen
Tracking a large portfolio meant piecing together status, size, and delivery timing across the sidebar, the table, and the map, with no single view to filter or group everything at once.

Tracking a large portfolio meant piecing together status, size, and delivery timing across the sidebar, the table, and the map, with no single view to filter or group everything at once.
Portfolio View now brings filtering, grouping, and delivery tracking into one screen. A single Filters button opens a panel where you narrow locations by Status (IPX Verified, In Progress, Unverified), Property Type, Market, Submitted date, and Size, each with counts and a histogram to guide the range. Every filter rides the URL, so Copy link shares the exact view, and the table, map pins, and stats strip all update together to match.
The portfolio table adds a Submitted column next to Projected Delivery, and grouping by state now produces clean, consistently cased sections instead of duplicate groups. Sidebar grouping and column layout persist as you move around the portfolio, and property-type breakdowns and map thumbnails hold up on large portfolios without slowing down.
Open Filters from the Portfolio View toolbar to narrow by status, property type, market, submitted date, or size, then use Copy link to share what you're looking at.
See it live in the demo to try filtering and grouping a real portfolio.