> 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/private-attributes.md).

# Private Attributes

### Overview

A **Private Attribute** is a custom tag only visible to your fund. It allows you to consistently categorize and track investments for internal analytics. Common examples include:

* Assigned Portfolio Manager
* ESG Category
* Internal Team
* Impact Rating

These attributes improve visibility across your portfolio and streamline internal workflows.

{% hint style="info" %}
To better understand the difference between a Private Attribute and a KPI   

&#x20; <a href="/portf-user-guide/knowledge-base/kpi-vs-private-attribute.md" class="button primary">Click here to learn more</a>
{% endhint %}

### When to use Private Attributes

Use them when you want to:&#x20;

* Organize investments by internal categories
* Track fund-specific data not shared with companies
* Filter or sort portfolio views

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{% @arcade/embed flowId="lS1SXxpcofRZX95Sz0Bp" url="<https://app.arcade.software/share/lS1SXxpcofRZX95Sz0Bp>" %}

### How to Set Up a Private Attribute

Step-by-Step Instructions:

{% stepper %}
{% step %}
On the Portfolio screen, uncollapse **"Data"** on the left hand side panel.
{% endstep %}

{% step %}
Click on "**Private Attr"** in the drop-down menu sidebar.
{% endstep %}

{% step %}
Click on **"+ Private Attributes"** in the top right corner.
{% endstep %}

{% step %}
A popup screen wil appear. Fill out the following:

* **Title** *(required)* – Keep it short (1-2 words), e.g., "Team", "Sector", "Rating".
* **Private Attribute Group(s)** *(optional)* – For organizing related attributes (e.g., group all ESG tags under "ESG").
* **Value Type** *(required)* – Choose one:
  * **Number**: e.g., "Voting Rights %"
  * **Word/Phrase**: e.g., "Valuation Methodology"
  * **Fixed List**: A predefined list you won’t change often (e.g., "Mission")
  * **Flexible List**: A custom list you can add to anytime (e.g., "Sector")

For both list types, define values and click **"+Create"** to add them.
{% endstep %}

{% step %}
Click on **"Submit"**
{% endstep %}
{% endstepper %}

***

### Editing Private Attribute

1. Go to **"Private Attr"** on the sidebar.
2. Click **"Edit"** on the desired attribute.
3. Update any field as needed (same as creation steps).

***

### Delete a Private Attribute

* Click **"Delete"** on the line item.
* **⚠️ WARNING ⚠️:** Deleting an attribute will **permanently erase all associated data.**

***

### Best Practice Example

{% hint style="info" %}
*A fund uses a Private Attribute called "Owner" (Flexible List) to assign each investment to an internal team member.*

*Another attribute called "Theme" (Fixed List) categorizes companies by investment mission.*
{% endhint %}