Portfolio

See every organization you belong to and switch context between entities.

Where: /portfolio — overview of all organizations you belong to.

• Search organizations by name; the summary pill shows the count.
• Each organization card shows status tags and key metrics (revenue, profitability, liquidity…) with Open, Manage, View Alerts, and View Activity actions.
• Click a card or Open to switch context — the whole app reloads with that organization's data.
• Use + Add Organization to onboard a new entity, or Open Demo Organization to explore sample data.

Switching organizations resets org-scoped views and caches so you never see one entity's data under another.