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Portfolios
A portfolio is a group of treaties selected from across companies.
Manage treaties
Portfolio treaties are managed in the Portfolio Details pane.

Introduction
Introduction to the Touchstone Re application.
Companies
A company is unique entity in Touchstone Re.
Company data (exposures)
Companies are associated with exposure data.
Programs
A program is integral to a company and it's exposure data in Touchstone Re.
Portfolios
A portfolio is a group of treaties selected from across companies.
- Create a portfolio
  Steps to create a portfolio.
- Static portfolio
  A portfolio can be static.
- Dynamic portfolio
  A portfolio can be dynamic.
- Copy a portfolio
  When a portfolio is copied, all associated details are copied.
- Open multiple portfolios
  Multiple portfolos can be opened at the same time.
- Update a portfolio
  Steps to update a portfolio.
- Copy paste into portfolio
  You can now copy information from a source outside Touchstone Re (e.g. Excel spreadsheet) into the Touchstone Re Portfolio Details pane.
- Clear cloud results
  Each time portfolio results are generated tracking information is retained in the Cloud.
- Query cloud results
  When ts-tsre_all/help_tsre_analysis_analyze_re-rollup.html is enabled in a portfolio analysis the full results are available in the Cloud.
- Delete a portfolio
  When a portfolio is deleted, all associated results are deleted.
- Portfolio details
  Use the tools and settings in the Portfolio Details pane to build and manage a portfolio.
- Manage treaties
  Portfolio treaties are managed in the Portfolio Details pane.
Import
Import exposure data from external sources into Verisk databases.
Export
Export exposure data, results, reports, and companies out of Touchstone Re.
Loss results
The Loss Results pane for a company lists all loss analyses that have been executed for the company.
Analysis
An analysis in Touchstone Re is a probabilistic analysis of your aggregated loss or exposure data.
Tools
Tools to manage Touchstone Re and its data.
Administration console
The Administration Console enables authorized users to manage a suite of administrative tasks.
Reference
Supporting information on various topics associated with Touchstone Re.

Manage treaties

Portfolio treaties are managed in the Portfolio Details pane.

Portfolios > [Portfolio] > Portfolio Details

Procedure

To manage the treaties for a particular portfolio:

Apply filter criteria as necessary.
Select the check box for each treaty in the Master Portfolio list you wish to include in this portfolio (or click Select All in the column header row).
Click Add to Portfolio; the selected treaties will display in the Included Treaties (bottom) pane.
To remove a treaty from the portfolio, select the check box for the treaty from the list of included treaties (bottom pane), then click Remove from Portfolio.
Click to save the changes to your portfolio.