Setting Up Your First Portfolio

Portfolios are how you organize and monitor trademarks in GleanMark. Every mark you add to a portfolio is automatically monitored for status changes, prosecution events, deadlines, and more. This guide walks you through creating your first one.

How to Create a Portfolio

1. Navigate to Portfolios — Click "Portfolios" in the sidebar under Monitor
2. Click "New portfolio" — or go directly to /portfolios/new
3. Enter a name — something descriptive like "Acme Corp Main Brands" or "Client: Smith & Associates"
4. Add a description (optional) — notes about what this portfolio covers
5. Assign a client (optional) — if you manage multiple clients, link the portfolio to a client record
6. Configure default alert settings — toggle alert categories on or off (Prosecution, Milestones, Deadlines, and TTAB Proceedings are on by default; Reclassifications and Ownership are off by default) and choose a notification frequency (Immediate or Weekly Digest)
7. Click Create

Adding Trademarks

From your portfolio detail page (/portfolios/:id):

1. Click "Add Trademarks"
2. Enter a serial number — GleanMark validates it against the USPTO database in real time
3. Confirm — the mark is added and monitoring begins immediately

Bulk Import

For many marks at once, use the Bulk Import option. Paste or upload a list of serial numbers and GleanMark validates and adds them all.

You can also add marks from the Import Trademarks page (/import-trademarks).

What Your Portfolio Shows

The portfolio detail page gives you a complete view of your monitored marks:

• Trademark list — searchable, sortable table with status, mark type, classes, owner, and filing date
• Filters — narrow by status (registered, pending, cancelled, abandoned), mark type, Nice class, or owner
• Alert activity — see recent alerts for marks in this portfolio
• Document counts — how many USPTO documents are available per mark
• Comment counts — team notes and annotations per mark
• CSV export — download the full portfolio for offline analysis

Portfolio Settings

Access settings via the gear icon on the portfolio detail page:

• Name and description — edit inline
• Tags — organize portfolios with custom tags
• Client assignment — link or unlink from a client
• Auto Renewal Monitoring — toggle automatic tracking of Section 8/9 renewal deadlines
• Alert configuration — per-portfolio override for alert categories and frequency

Tips

• One portfolio per client is a good starting pattern for law firms managing multiple clients
• Use tags to group related portfolios (e.g., "pharma", "tech", "international")
• Enable auto renewal monitoring — it catches upcoming Section 8 and 9 deadlines that are easy to miss

What's Included in Each Plan

Feature	Free	Starter	Professional	Max
Portfolios	1	5	Unlimited	Unlimited
Monitored trademarks	3	15	50/seat	Unlimited

Related Features

• Welcome to GleanMark — Full getting started guide
• Setting Up Alerts — Configure how you're notified about portfolio changes
• Markus AI — Ask "Show upcoming deadlines for my portfolios"