What is It?
The Portfolio View in the All Accounts Dashboard allows you to view your account details by Portfolio. It helps you visualize performance data and find optimization opportunities across all connected accounts at a portfolio level. You can add up to 20 accounts (Google Ads, Microsoft Ads, Amazon Ads, Yahoo Ads, Meta Ads, LinkedIn Ads).
Note: The Portfolio view is available only on Premium, Pro, and Enterprise plans. If you don’t have access, check our pricing options or contact us at support@optmyzr.com.
Why Use It?
The Portfolio View in the All Accounts Dashboard helps you save time and gain better visibility into how your advertising portfolios are performing across different platforms.
Instead of switching between accounts or platforms, you get a centralized view of key performance metrics, making it easier to compare results, identify underperforming areas, and prioritize optimization actions. This is especially useful for agencies and advertisers managing multiple accounts across various platforms.
Use Cases
Portfolios allow you to group accounts across platforms for holistic analysis and management. Some common scenarios include:
Managing multiple accounts for the same client or brand.
Grouping accounts by region, product line, or business unit.
Applying budget optimization strategies across accounts from different platforms.
Gaining a unified view of performance to make smarter, faster decisions
How to Access the Portfolio View
You can easily access the Portfolio View from the All Accounts Dashboard by using the toggle 'View Accounts by Portfolio' at the top right.
Edit Portfolio Details
You can delete a portfolio or edit information for a particular portfolio directly from the Portfolio View of the All Accounts Dashboard. You'll find the option to Edit Portfolio Details by clicking on the three-dot menu at the end of each row.
The side tray that opens up lets you edit the portfolio name, accounts included, currency, time zone, and the portfolio manager. You can also see the accounts linked to the portfolio under Portfolio Preview.
Widgets Available in the Portfolio View
You will be able to see the columns and features you see in the All Accounts Dashboard in the Portfolio View as well. You can see the full list of widgets available in the Portfolio view here.
Please note that Account Health, Alerts, and Monthly Target Budget columns are not currently supported in the Portfolio View. However, you will be able to see details for these at the Account level.
FAQs
Can I include accounts from different platforms in one portfolio?
Yes! You can connect accounts from Google Ads, Microsoft Ads, Amazon Ads, and Yahoo Ads into a single portfolio.
How many accounts can I include per portfolio?
Each portfolio can include up to 20 accounts from supported platforms.
What if I don’t see the Portfolio View in my account?
This feature is only available on Premium, Pro, and Enterprise plans. If you don’t have access, please check our pricing options or reach out to us at support@optmyzr.com.
Demo Video