Portfolios in SiteCurve are customizable collections of domains, URLs, categories, locations, and indexes that allow users to group and monitor their most relevant data.
By creating portfolios, users can track the performance of selected items across multiple landscapes and gain focused insights on specific SEO strategies, competitive domains, or high-value keywords.
Portfolios can be accessed directly from the left-hand rail of your dashboard and provide a summary of traffic and performance changes across various time horizons. They serve as a powerful organizational tool for tailoring SiteCurve to meet your specific SEO goals.
How Portfolios Work
Adding Items to Portfolios:
Users can add items like domains, categories, locations, URLs, or indexes to portfolios from any landscape they are a part of—public, private, or paid.
Items added to portfolios are linked to the landscape they originate from. If a landscape is discontinued or canceled, the associated items are automatically removed from your portfolio.
Viewing Portfolios:
Portfolios are accessible in the left-hand rail of the user dashboard. In your dashboard, they display the 7-day performance change for quick monitoring.
Clicking on a portfolio opens a detailed view, showing all items within the portfolio along with traffic metrics, performance changes, and any notes attached when the items were added.
Portfolio Dashboard:
The portfolio dashboard provides an overview of all portfolios created.
For each portfolio, you can see:
Total traffic across items.
Performance changes over 24 hours, 7 days, 14 days, 1 month, and 3 months.
Notes and filters applied to individual items.
Clicking an item within a portfolio redirects you to its corresponding profile in the originating landscape.
Sharing Portfolios:
Users can share portfolios via email invite or a one-click share link.
If a portfolio contains items from private or paid landscapes, those items cannot be shared unless the recipient also has access to those landscapes. Otherwise, sharing will fail.
Recipients who gain access to a shared portfolio will have it copied into their accounts. Shared portfolios are not linked together, so if you delete an item from a shared portfolio it will not affect the person who shared it with you.
Editing Portfolios:
Within the portfolio detail screen, users can:
Change the name of the portfolio
Remove items from the portfolio.
Edit notes attached to items.
Track performance metrics across different time horizons.
Performance Monitoring:
Portfolios automatically update with the latest traffic data for their items.
Metrics include estimated traffic changes for 24 hours, 7 days, 14 days, 1 month, and 3 months. If historical data is unavailable for a time period, the value will display as
0or-.
How to Get the Most Out of Portfolios
Track Specific Strategies:
Create portfolios around a shared characteristic, such as:
Competitors in the same niche.
Domains implementing a particular SEO strategy.
URLs targeting a specific topic or content type.
Organize Your Monitoring:
Use portfolios to group domains or items by performance focus. For instance:
Create a portfolio for eCommerce domains to track seasonal trends.
Group affiliate sites to monitor their response to algorithm updates.
Leverage Sharing:
Share portfolios with team members or collaborators to align on key items to track.
Use share links to copy portfolios into multiple accounts while maintaining visibility controls.
Monitor Updates:
Stay on top of changes across landscapes by checking traffic shifts in your portfolios daily.
Pay attention to significant trends over time horizons to identify potential risks or opportunities.
Prioritize items from landscapes
Items added from other landscapes may be removed from your portfolioes if those landscapes are discontinued or cancelled
For long-term tracking, prioritize items from landscapes you own to avoid unexpected removals.
FAQs About Portfolios
How many portfolios can I create?
Starter accounts can create one portfolio. Business accounts allow unlimited portfolio creation.
Can I add items from landscapes I don’t own?
Yes, you can add items from any landscape you are a part of. However, if the landscape is canceled or removed, the item will no longer appear in your portfolio.
What happens if I try to share a portfolio containing items from private or paid landscapes?
The sharing process will fail unless the recipient has access to those private landscapes. Sharing will always work if the items in the portfolio originate from a public landscape.
What happens if I have items in my portfolio from a public landscape that turned into a private or paid landscape.
You will retain those items in your portfolio as it will be grandfathered in, but if you remove an item you will need to be a memeber of that landscape to add it back in.
Can I track historical performance in portfolios?
Yes, traffic changes are displayed across multiple time horizons: 24 hours, 7 days, 14 days, 1 month, and 3 months. If a time period lacks data, it will display 0 or -.
Can I edit a portfolio after it’s created?
Yes, you can add or remove items, edit notes, and update filters directly within the portfolio detail screen.
What are common use cases for portfolios?
URL Portfolios: Track performance for subsets of pages within a domain.
Competitor Portfolios: Monitor direct competitors or domains with similar SEO strategies.
Category-Based Portfolios: Group domains, URLs, or locations focused on a specific niche or topic.
How do I know if an item in my portfolio was removed due to a discontinued landscape?
The item will automatically disappear from your portfolio. We recommend using items from landscapes you control to ensure consistency.
Can I create alerts specific to portfolios?
While portfolios themselves don’t trigger alerts, you can create alerts for the items (domains, URLs, etc.) included in the portfolio from their respective landscapes.