Portfolio Management

Portfolios are the core organizational unit in GleanMark. Every trademark you add to a portfolio is automatically monitored. This guide covers the full portfolio lifecycle — creating, organizing, filtering, exporting, and sharing.

Portfolio Workspace

The Portfolios page (/portfolios) shows all your portfolios in a grouped view with:

• Search across all marks in all portfolios
• Faceted filters (status, class, type)
• Bulk selection for multi-mark actions
• CSV export of any filtered view

Creating Portfolios

From the Portfolios page, click New Portfolio or go to /portfolios/new:

• Name (required) — descriptive name
• Description — optional notes
• Portfolio Type — Owned, Monitoring, Competitor, or Watch List
• Client — optional client assignment (for firms managing multiple clients)
• Auto Renewal Monitoring — toggle for Section 8/9 deadline tracking
• Alert Settings — per-portfolio alert category toggles and frequency

Adding Trademarks

From any portfolio detail page:

• Add by serial number — type a serial, GleanMark validates it against the USPTO database
• Bulk import — paste or upload a list of serial numbers
• Import wizard — /import-trademarks searches USPTO by your correspondent email to find your marks automatically

Portfolio Detail Page

The detail page (/portfolios/:id) shows:

• Trademark list — searchable, sortable table
• Filter sidebar — status, Nice class, mark type, owner
• Inline editing — rename the portfolio, update description, change tags
• Alert activity — recent alerts for marks in this portfolio
• Document and comment counts per mark
• Actions — duplicate portfolio, share, export CSV, delete

Portfolio Settings

Access via the gear icon on the detail page:

• Alert category toggles (override global settings)
• Notification frequency
• Client assignment
• Auto renewal monitoring

Tips

• Use portfolio types to organize — "Owned" for your marks, "Competitor" for competitive monitoring, "Watch List" for potential conflicts
• Assign to clients if you're a firm — this links portfolio activity to client reports
• Export to CSV regularly for offline backups or client deliverables
• Use tags to group related portfolios across clients

What's Included in Each Plan

Feature	Free	Starter	Professional	Firm
Portfolios	1	Unlimited	Unlimited	Unlimited
Total monitored trademarks	3	15	50/seat	Unlimited
Bulk import	Yes	Yes	Yes	Yes

Related Features

• Setting Up Your First Portfolio — Step-by-step creation guide
• Setting Up Alerts — Configure per-portfolio monitoring
• Client Management — Organize portfolios by client

Need Help?

Click the chat icon in the bottom right or email support@gleanmark.com.