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Portfolios
A portfolio is a group of treaties selected from across companies.
Portfolio details
Use the tools and settings in the Portfolio Details pane to build and manage a portfolio.

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.
  - Pane management
    The Portfolio Details pane enables you to customize the display for an individual portfolio.
  - Filter criteria
    When the list of treaties in the portfolio listing is long, use the filter controls to reduce the number of treaties to only those of interest.
  - Master portfolio
    The Master List includes all treaties in the current business unit.
  - Default columns in a portfolio
    Default columns exist for both a static and a dynamic portfolios.
- 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.

Portfolio details

Use the tools and settings in the Portfolio Details pane to build and manage a portfolio.

Portfolios > [Portfolio] > Portfolio Details

Master portfolio

The Master Portfolio lists all treaties from all portfolios. When the list of treaties is long, use the filter controls to narrow down treaties of interest. At this time you may also specify company and program UDCs.