The All Portfolio Dashboard is a one-stop solution for easily managing and monitoring all your portfolios. You can add up to 5 Search accounts (Google Ads, Microsoft Ads, Amazon Ads, Yahoo Ads). The All Portfolio Dashboard helps you visualize performance data and find optimization opportunities across all connected accounts.

If you also use Optmyzr for Social, your social portfolios will appear here as well, alongside your Search ones—giving you a centralized view across both.

The All Portfolio 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.

Portfolios allow you to group accounts across platforms for holistic analysis and management. Some common scenarios include:

With the All Portfolio Dashboard, you can seamlessly view and compare performance metrics for your search advertising accounts in one place.

You can easily access the All Portfolio Dashboard from the All Accounts Dashboard by using the toggle 'View Accounts by Portfolio' at the top right.

You can delete a portfolio or edit information for a particular portfolio directly from the All Portfolio 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.

Click on the dropdown menu to select a pre-set date range from the list or specify a custom one.

Click on the ‘Choose Columns’ icon to add/remove the performance metrics, conversion metrics, and conversion metrics you’d like to include in the table.

Once you’re done with the column selection, you can click on ‘+ Create Custom Preset’ to save the view.

Click on the icon beside the column selector to enter full-screen mode, and get a clearer view of the dashboard to better visualize your account's data.

The Suggestions column on the dashboard shows you the number of express suggestions available for each of the portfolios. Clicking on the number opens a side tray for you to view the details of the suggestions.

Yes! You can connect accounts from Google Ads, Microsoft Ads, Amazon Ads, and Yahoo Ads into a single portfolio.

Each portfolio can include up to 5 accounts from supported platforms.

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.