> For the complete documentation index, see [llms.txt](https://portf.gitbook.io/portf-user-guide/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://portf.gitbook.io/portf-user-guide/readme.md).

# Welcome to the User Guide

Here we provide a step by step guide to all the amazing features on PortF, assisting you to portfolio management success. The sidebar to the left will allow you to navigate through all the  PortF features, with interactive demos, voice-over recordings and written guides we've got you covered. If you do happen to have questions that aren't within in this user guide, please reach out to <contact@portf.io>.&#x20;

***Here are some suggestions to jump right in to:***

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Setting up a company</strong></td><td>Build out your portfolio</td><td><a href="https://3667824179-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FYXAiSEnwXVrFEfWRWaSa%2Fuploads%2FHLUbWIar3ktpfw4vVGuF%2FScreenshot%202025-05-16%20at%2016.55.55.png?alt=media&amp;token=8c23cc78-3602-4378-bd9e-1a56d888d0a8">Screenshot 2025-05-16 at 16.55.55.png</a></td><td></td><td><a href="/portf-user-guide/user-guide/adding-editing-deleting-a-company.md">Adding, Editing, Deleting a Company</a></td></tr><tr><td><strong>Investment Details</strong></td><td>Equity, Loans and Debt</td><td><a href="https://3667824179-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FYXAiSEnwXVrFEfWRWaSa%2Fuploads%2FAdoXBXY7foBGXJlzuKPh%2FScreenshot%202025-05-16%20at%2016.56.22.png?alt=media&amp;token=04c0e58a-46c4-40af-a431-547618d8dfed">Screenshot 2025-05-16 at 16.56.22.png</a></td><td></td><td><a href="/portf-user-guide/knowledge-base/kpi-vs-private-attribute.md">Knowledge Base</a></td></tr><tr><td><strong>Monitoring Forms</strong></td><td>Create surveys</td><td><a href="https://3667824179-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FYXAiSEnwXVrFEfWRWaSa%2Fuploads%2FwLLobUR12r8119AIdR9p%2FScreenshot%202025-06-24%20at%2021.01.28.png?alt=media&amp;token=316889ec-9601-4d8a-b042-83314d1e9f29">Screenshot 2025-06-24 at 21.01.28.png</a></td><td></td><td><a href="/portf-user-guide/monitoring-forms.md">Monitoring Forms</a></td></tr></tbody></table>

***

## Check out the latest updates to the PortF platform&#x20;

:sparkles: **The New Company Dashboard** :sparkles:     <a href="/portf-user-guide/user-guide/publish-your-docs.md" class="button primary">Learn more</a>  &#x20;

<div align="left"><figure><img src="https://3667824179-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FYXAiSEnwXVrFEfWRWaSa%2Fuploads%2FMHN61Mxkg9zXwUdjs5qe%2FScreenshot%202025-05-19%20at%2017.58.07.png?alt=media&amp;token=f3ca95d3-fbe3-4f45-b0d3-4e98ff36e57c" alt="" width="375"><figcaption></figcaption></figure></div>

***