> For the complete documentation index, see [llms.txt](https://helpdesk.smaply.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://helpdesk.smaply.app/portfolio/portfolio.md).

# Portfolio overview

Portfolio items are native Smaply objects (pain points, opportunities, solutions, or custom types) that live at the workspace level. Items naturally appear across multiple journey maps when you add them as cards, and editing once updates everywhere.

### Create and connect

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-card-cover data-type="files"></th></tr></thead><tbody><tr><td><h4>Create a portfolio item</h4></td><td>Create pain points, opportunities, solutions, or custom-typed items.</td><td><a href="/pages/ccKByq3EkMP6r9UQIneW">/pages/ccKByq3EkMP6r9UQIneW</a></td><td><a href="/files/mIO9OPAryn3Tn3CJ82yj">/files/mIO9OPAryn3Tn3CJ82yj</a></td></tr><tr><td><h4>Portfolio item cards</h4></td><td>Place a portfolio item as a card on a journey map.</td><td><a href="/pages/7otLTFAejxDBK1QT5H5e">/pages/7otLTFAejxDBK1QT5H5e</a></td><td><a href="/files/oWFRfSjbUPDGKBJZEBgb">/files/oWFRfSjbUPDGKBJZEBgb</a></td></tr><tr><td><h4>Link portfolio items</h4></td><td>Connect items to express relationships, like a pain point to its solution.</td><td><a href="/pages/iDGXQS6w1CP6Vkc7j5BA">/pages/iDGXQS6w1CP6Vkc7j5BA</a></td><td><a href="/files/kD4Sko4X2X1br2KAYEI3">/files/kD4Sko4X2X1br2KAYEI3</a></td></tr><tr><td><h4>Custom item types</h4></td><td>Define your own item types beyond the built-in three, with custom scores.</td><td><a href="/pages/v2QYLoJduQKY2uguPORV">/pages/v2QYLoJduQKY2uguPORV</a></td><td><a href="/files/t5388mtoioyshjKsErKh">/files/t5388mtoioyshjKsErKh</a></td></tr></tbody></table>

<br>

***

### Prioritize

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-card-cover data-type="files"></th></tr></thead><tbody><tr><td><h4>Portfolio summary</h4></td><td>The dashboard that lands when you open the Portfolio menu.</td><td><a href="/pages/abuTV30fMWJUfseHuf1v">/pages/abuTV30fMWJUfseHuf1v</a></td><td><a href="/files/RbS900fZgIeFwkxE0AgH">/files/RbS900fZgIeFwkxE0AgH</a></td></tr><tr><td><h4>Prioritization views</h4></td><td>Chart, table, and board views for ranking and managing items.</td><td><a href="/pages/y3sLp2nzfYnc9diekVpU">/pages/y3sLp2nzfYnc9diekVpU</a></td><td><a href="/files/Viy0dFfzXwvW3rubRbsj">/files/Viy0dFfzXwvW3rubRbsj</a></td></tr><tr><td><h4>Export to CSV</h4></td><td>Export the portfolio table for offline analysis.</td><td><a href="/pages/EWpdFIYYJJJqGy3W0gDt">/pages/EWpdFIYYJJJqGy3W0gDt</a></td><td><a href="/files/SCbEE63YEsuJEvHD5FMr">/files/SCbEE63YEsuJEvHD5FMr</a></td></tr></tbody></table>

<br>

***

### Research and evidence

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-card-cover data-type="files"></th></tr></thead><tbody><tr><td><h4>Add findings to portfolio</h4></td><td>Promote research insights into portfolio items, with quotes carried as evidence.</td><td><a href="/pages/rMOU7uLeTQCUU7SflZu0">/pages/rMOU7uLeTQCUU7SflZu0</a></td><td><a href="/files/Q1ODCqrvKq4GFdDwUbW8">/files/Q1ODCqrvKq4GFdDwUbW8</a></td></tr><tr><td><h4>Add evidence</h4></td><td>Back an item with quotes, feedback, and source links, by hand or from research.</td><td><a href="/pages/M7pLmvLqe5OLNTD1V9B1">/pages/M7pLmvLqe5OLNTD1V9B1</a></td><td><a href="/files/RlHkJQ3mPZRLYBSc0DeR">/files/RlHkJQ3mPZRLYBSc0DeR</a></td></tr><tr><td><h4>Review insights and quotes</h4></td><td>Refine the insights and quotes in an investigation before they become evidence.</td><td><a href="/pages/YT2UFNzR9ohQUKQsKECn">/pages/YT2UFNzR9ohQUKQsKECn</a></td><td><a href="/files/RLqx8vqXhiQhuGOa3vAO">/files/RLqx8vqXhiQhuGOa3vAO</a></td></tr></tbody></table>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://helpdesk.smaply.app/portfolio/portfolio.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.