Managing asset lists

An asset list is a named group of assets you use together. Once a list exists you can compare every asset in it at once, add it to a portfolio's asset selection in the Portfolio Builder in a single step, or use it to control which assets the Assets Overview tables show. Lists are managed from the Assets Overview, and creating and managing them needs no add-on.

The Asset List Actions menu, for a list selected in the Select Asset List dropdown, has two items—Compare and Edit. Renaming, copying, and deleting a list all happen inside the Edit modal.

The Assets Overview shows its lists as tables, split into two groups: My Asset Lists for the ones you created, and Pfolio's Asset Lists for the pre-built ones. Each row is an asset, with headline metric columns you can sort by.

Two settings control the tables. The Asset Lists Selection for Tables dropdown chooses which lists appear—your lists show above pfolio's. Timeframe for Tables sets the window the metric columns are measured over, so the same assets can be judged over a recent stretch or the long run. The metric columns themselves are defined in the metrics we use.

Alongside the lists you create, pfolio maintains a large catalogue of ready-made ones, grouped under Pfolio's Asset Lists. Use them to compare a set of assets at a glance or as a starting point for a portfolio. They come in six kinds:

• ETF lists: ETFs by sector, style and size, country, region, and theme, plus the Pfolio Main ETFs that back pfolio's own portfolios.
• Stock lists: index constituents and curated sets, such as S&P-100 and NASDAQ-100.
• Future lists: continuous futures across commodities, currencies, equities, rates, and volatility.
• Currency lists: major, minor, and exotic currency pairs, plus a cryptocurrency list.
• Index lists: synthetic currency indices and US equity indices.
• Portfolio lists: pfolio's own portfolios, and the system lists that track your holdings and portfolios.

The full catalogue, with every list's composition, is in our asset lists.

Not all of them show at once. By default the Assets Overview displays a representative selection—Pfolio Portfolios, Pfolio Main ETFs, S&P-100, NASDAQ-100, US Equity Sector ETFs, US Equity Style & Size ETFs, Market Development ETFs, Currency Majors, Country ETFs, and Commodity ETFs—alongside any lists of your own. Add or remove others through the Asset Lists Selection for Tables dropdown.

Add Asset List, in the Assets Overview settings, opens a modal where you name the list and select the assets to add. Update once with Add Asset List and the new list appears under My Asset Lists.

Select one of your lists in the Select Asset List dropdown, then choose Asset List Actions and Edit. The modal lets you rename the list, add assets, and remove assets. Update Asset List saves the changes.

The pre-built pfolio lists cannot be edited, but you can take one as a starting point. Open such a list through Asset List Actions and Edit, and the modal opens in copy mode: adjust the name and assets, then Copy Asset List saves an editable copy under My Asset Lists. This is also how you keep a pfolio list as your own.

Delete Asset List, in the Edit modal, removes one of your lists. The deletion is confirmed with a second step, Confirm Deletion, before it takes effect. It is permanent—there is no archive to restore from.

Asset List Actions and Compare opens every asset in the selected list side by side in the Insights Comparison page, ready to compare and rank against each other. See analysing ETFs, stocks, and more for what the comparison view shows.

A list makes it quick to bring a whole set of assets into a portfolio at once. In the Portfolio Builder's asset selection you add one or more lists as the starting point for the universe, then narrow it with filters, rather than picking assets one by one—see selecting assets for a portfolio.

You do not have to rebuild a list to grow it. Add to List, in an asset's Actions menu, adds the selected assets to one of your existing lists without opening the list itself.

Three of the pfolio lists are maintained automatically from your own activity and cannot be edited. pfolio keeps each one in step with its source, so it always reflects your current state.