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

# Portfolio

"Welcome to the Portfolio Management Hub. Here, administrators have two key functions at their disposal: Portfolio Category Management and Portfolio Management. Let's dive in!"

### &#x20;Portfolio Category Management

Welcome to Shopeasy's Portfolio Category Management section! Here, you can create, edit, and organize portfolio categories. Follow these steps to get started:

#### Step 1: Accessing Portfolio Categories

1. Navigate to **Portfolios > Portfolio Categories** in the sidebar to access the portfolio category management page.
2. Click on "Add New Portfolio Category" located at the top right corner.

#### Step 2: Adding a New Portfolio Category

1. **Category Name:** Enter a name for the new portfolio category.
2. **Description:** Provide a brief description of the category.
3. **Meta Title:** Enter a title for the category's metadata (for SEO purposes).
4. **Meta Description:** Add a description for the category's metadata (for SEO purposes).
5. **Keywords:** Enter relevant keywords for the category (for SEO purposes).

#### Step 3: Managing Portfolio Categories

In the Portfolio Category section, you can:

* **View Existing Categories**
* **Edit Category Details**
* **Delete Categories**
* **Add Categories**

#### Step 4: Save Your Category

Click the "Save Category" button to add the new category to your portfolio.

#### Note:

* Effective categorization of portfolios helps users navigate your work efficiently.

<figure><img src="/files/lcHO5QviOONvUdN5z2tv" alt=""><figcaption></figcaption></figure>
