You customize the portfolio by configuring the list to show one or more organizations.
In the Building Advisor Portal, click the Menu
In the Settings view, configure your portfolio by choosing one of the following options:
Clear the Select all check box, and then select one or more organizations to be listed.
Clear the check box for each organization to be removed from the list.
Click Save .
After refresh, your portfolio will be adjusted to display data for the selected organizations.