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Portfolio Support in Optmyzr

Below is a complete overview of how Optmyzr supports portfolio-level management across a wide range of tools.

Written by Anshika Srivastava

What is a Portfolio?

You can group accounts from different ad platforms — such as Google, Microsoft, Amazon, Yahoo, Meta and LinkedIn— into a single portfolio to manage and monitor them together.

Getting Started with Portfolios

To start using portfolio-level tools in Optmyzr:

  1. Go to the All Accounts Dashboard

  2. Switch to Portfolio View

  3. Click Create Portfolio and give it a clear, descriptive name

  4. Add the accounts you want to include and configure settings like currency and time zone

  5. Once the portfolio is set up, all supported tools will be accessible for it

Tools and Features that Offer Portfolio Support in Optmyzr

All Accounts Dashboard — Portfolio View

The All Accounts Dashboard includes a Portfolio View that lets you see all your portfolios in one place. From here, you can:

  • Portfolio Management — You can create, edit, and manage portfolios from the Portfolio View of the All Account Dashboard

  • Aggregated Metrics — View aggregated performance data across all accounts in a portfolio

  • Trend Charts — View trend charts for all the metrics when you hover over the data under it

  • Accessibility — Access your active portfolio and account budgets, along with Spend Projection charts

  • PPC Account Health Score — Account health scores are visible at the portfolio level on the All Accounts Dashboard, giving you a quick view of which accounts in the portfolio need attention

  • Target Budgets — You can set and manage target monthly budgets at the portfolio level directly from the All Accounts Dashboard or Budget Dashboard. The target budget is used across tools like Spend Projection and Budget Pacing (User Guide)

Portfolio Dashboard

Clicking on a portfolio in the All Accounts Dashboard takes you to that portfolio's dedicated dashboard. The Portfolio Dashboard gives you deeper insights into how accounts in the portfolio are performing. It includes several widgets:

  • KPI Widget — Track and compare key performance metrics across accounts, including date-range comparisons

  • Top Elements Widget — Identify the top-performing campaigns and accounts in the portfolio

  • Platform Distribution Widget — See how performance and spend are distributed across ad platforms

  • Express Optimizations Widget — Apply optimizations across accounts in just a few clicks, directly from the dashboard

  • Optmyzr Sidekick — Use AI-powered analysis and suggestions without leaving the portfolio view (User Guide)

KPI Tracking and Alerts

You can manage alerts at the portfolio level. Set up alerts to track KPIs and Budgets across all accounts in a portfolio and get notified when performance falls below a threshold or shows a negative trend.

  • Create KPI alerts at the portfolio level to monitor aggregated performance

  • Set up budget pacing alerts to get notified when a portfolio is overspending or underspending

  • Receive notifications via email, Slack, or Microsoft Teams

Budget Monitors

Budget monitors can span multiple accounts within a portfolio. Each monitor has a single monthly spend target and supports cross-platform campaign groupings. With Budget Monitors, you can monitor pacing, get alerts, auto-pause or auto-adjust.

Budget Monitors offer an extra layer of automation. The Budget Automation feature routinely adjusts campaign daily budgets every morning. To learn more about this automation, click here.

To learn more about alert management, read here.

Optmyzr Sidekick

The AI PPC assistant, Sidekick supports portfolio-level analysis and management, budget suggestions, alert management, and quick optimization recommendations across accounts. (User Guide)

Sale Day Command Center

The Sale Day Command Center supports portfolio-level access, letting you monitor and act on performance across multiple accounts during high-stakes campaign periods — all from a single view.

Note: This tool supports portfolios containing only Google, Microsoft, Meta Ads.

Read here to learn more about the tool.

Budget Dashboard

The Budget Dashboard provides a centralized view of all budget activity for a selected account or portfolio. At the portfolio level, it includes:

  • Budget Overview Widget:

    • Budget Target — View and edit the monthly target budget for the portfolio

    • Spend Till Date — The total spend recorded from the start of the budget cycle to the current date.

    • Remaining Budget — Shows how much of your budget is left for the cycle

    • Spend Projection — The projected total spend for the cycle based on current performance trends.

    • Pacing — Check if the portfolio is on track to meet its spend target

  • Target vs Actual Spend — A visual comparison of the target budget and how much you have actually spent for each period in the selected date range

  • Spend Projection Widget — View a spend projection chart for the portfolio

  • Top Budgets Widget — Identify which budgets are driving the most impact

  • Ad Platform Performance Widget — See how spend is distributed across ad platforms in the portfolio

  • Account Performance Widget — See how spend is distributed across individual accounts in the portfolio

  • Budget Monitoring Widget — Get a quick overview of all budget monitors set up for the portfolio

  • Budget Scripts — An overview of all budget scripts currently configured in the selected Google Ads account

  • Performance Metrics — Overview of all your performance metrics at a budget level for the selected date range (User Guide)

Note: The Ad Platform Performance and Account Performance widgets are available only in the portfolio/multi-account Budget Dashboard.

Reallocate and Optimize Budgets

The Reallocate and Optimize Budgets tool supports portfolio-level budget optimization. At the portfolio level, it lets you:

  • Group campaigns from different accounts into budget monitors with a shared monthly spend target

  • Set constraints at the portfolio, platform, and channel level to control how budgets are reallocated

  • View projected impact on key metrics before applying any changes

  • Use Media Mix Charts to understand how budget changes will affect spend distribution across platforms

  • Apply bulk changes across multiple budgets at once (User Guide)

Spend Projection

The Spend Projection tool predicts how much a portfolio is likely to spend by the end of the selected time period. It uses machine learning to analyze spend data, historical seasonality, and recent performance trends to generate an accurate projected spend range.

  • Select a portfolio to see projected spend across all accounts within it

  • Use the simulation budget field to model different spend scenarios

  • View AI-generated summaries to quickly interpret spending trends (User Guide)

Rule Engine

With the Rule Engine, you can copy strategies across portfolios, convert them to global strategies, and automate them to run on a schedule. It supports portfolio-level strategy creation and automation for several platforms:

  • Google Ads and Microsoft Ads — Rule Engine strategies can be applied across multiple accounts within a portfolio scope.

  • LinkedIn Ads — Rule Engine for LinkedIn requires a portfolio. You must create a portfolio and add your LinkedIn account to it before you can create or run strategies.

  • Meta Ads — Rule Engine for Meta Ads supports both account-level and portfolio-level strategy creation. You can run strategies directly or through a portfolio.

To know more about Rule Engine, you can read here.

Reports

The Multi-Account Report tool lets you include data from multiple Google Ads, Microsoft Ads, Google Analytics, Amazon Ads, Meta Ads, and LinkedIn Ads accounts in the same report.

We have specialized widgets for multi-account reporting, such as:

  1. KPI -Multi-Account

  2. Summary - Multi-Account

  3. Top Campaigns - Multi-Account

  4. Performance Comparison - Multi-Account

  5. Time-Based Statistics- Multi-Account

  6. Metric Trend Chart- Multi-Account

  7. Distribution by Segment- Multi-Account

You can also aggregate data across accounts using the specialized multi-account reporting widgets. (User Guide)

Search Term N-Gram

The Search Term N-Gram tool lets you analyze search term data at the portfolio level. This means you can spot performance patterns across multiple accounts at once, identify high-cost or low-converting n-grams, and take action across campaigns in a single workflow. (User Guide)

Meta and LinkedIn Specific Tools

Ad Analyzer

Ad Analyzer supports portfolio-level analysis for social ad platforms. You can filter and analyze ads across all accounts in a portfolio based on performance strategies — such as isolating converting ads, flagging expensive ones, or applying custom filters — without switching between accounts. (User Guide)

Social Campaign Manager

The Social Campaign Manager supports portfolio-level management for Meta and LinkedIn Ads. You can create and manage campaigns across multiple social ad accounts that are grouped into a portfolio, keeping your social campaign workflows organized and consistent. (User Guide)

Automation Schedules

Automation Schedules in Optmyzr support portfolio-level automation. You can schedule Rule Engine strategies, budget optimizations, and other recurring tasks to run automatically across all accounts in a portfolio. This removes the need to run optimizations manually for each account. (User Guide)

Automation History Logs

The Automation History Logs let you review all automated actions that were taken across accounts in a portfolio. This gives you a clear audit trail of what ran, when it ran, and which campaigns or budgets were affected — across all accounts in the portfolio in one view. (User Guide)

Optimization History Logs

The Optimization History Logs support portfolio-level tracking. To view changes made for a portfolio:

  1. Go to Optimization History

  2. Make sure the Show for All Accounts setting is switched off

  3. Select the Optmyzr logo (instead of an ad account) to access the portfolio selector

  4. Select the portfolio you want to review

This gives you a consolidated view of all changes applied across accounts in that portfolio. (User Guide)

Monitor Error Notifications

Monitor Error Notifications in Optmyzr work at the portfolio level, alerting you to failed automations, disconnected accounts, or other issues across accounts in your portfolio. You can receive these notifications via email, Slack, or Microsoft Teams, so issues are flagged before they impact performance. (User Guide)

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